HomeMy WebLinkAboutCRC-06-1998 CRC 2,655,00 Bondi CARMEL REDEVELOPMENT COMMISSION
RESOLUTION N0. _-1998 i
BOND RESOLUTION
WHEREAS, IC 36-7-14 and IC 36-7-25 and all relatedand supplemental statutes as in effect
on the issue date of the Notes (defined below).and the Bonds (defined below) including IC 5-1-5 and
IC 5-1-14 (collectively, "Act") authorize the Redevelopment. Commission ("Commission") of the
City of Cannel, Indiana ("City"), to establish an economic development area and to establish an
allocation area within an economic development area providing for the distribution of property tax
revenues generated within the allocation area;
WHEREAS; the Commission adopted a declaratory resolution ("Declaratory Resolution")
on February 18, 1997, and the Declaratory Resolution was confirmed by a Confirmatory Resolution'-
adopted on April 21, 1997 (".ConfirmatoryResolution") and amended by an amendatory resolution.
adopted on February 2, 199&("Amendatory Resolution');
WHEREAS, the Commission, by the Declaratory Resolution as confirmed by the
Confirmatory Resolution and amended by the Amendatory Resolution (collectively "Area
Resolution"), established the boundaries of the Merchants Square Economic Development Area
("Area") and declared this area to be an economic development area, and the Area is more
particularly described in the map attached to.and incorporated in the Declaratory Resolution;
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WHEREAS, pursuant to the Area Resolution. the economic development plan ("Plan") for
the Area was approved;
WHEREAS. pursuant to the Area Resolution and the Economic Development Plan of the
Area, the Commission designated the entire Area as an allocation area ("Allocation Area") for
purposes of capturing incremental ad valorem propem tax revenues levied and collected in the
Allocation Area (as further defined in Section 1 "Tax Increment") to pay debt service on bonds
issued to finance the economic development project described below and to pay certain other costs
permitted by the Act and this Resolution;
WHEREAS, IC 36-7-14-39.5 provides for an additional credit for property taxes in the
Allocation Area payable from Tax Increment_ which credit may be eliminated or reduced by
resolution of the Common Council ("Common Council") upon recommendationof the Commission.
WHEREAS, the Common Council has taken no action to provide that the additional credit
under IC 36-7-14-39.5 does not appiv in the Allocation .-area:
WHEREAS. the Commission has found and determined that: (i) the planning, replanning,
development. and redeveloomentof the Area is a public and governmental function that cannot be
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accomplished through the ordinary operations of private enterprise: (ii) the planning, replanning,
development and redevelopment of the Area would benefit the public health, safety. morals, and
welfare in. increase and economic well-being of, and serve to protect and: increase property values
in, the City and the State of Indiana and would be of public.utility and benefit; and (iii)xhe planning,:.
replanning, development and redevelopment of the Area are public uses and-ptrposes,for which
money may be spent;
WHEREAS, the Commission finds and determines thatin:orderto proceed with the planning,
replanning, development and redevelopment of the-Area: it is necessary for the:Cornmissionto issue-
special taxing district bonds:of.the Carmel RedevelopmentDistrict (the "District"); in the name of
• the City, payable solely out of Tax Increment allocated and deposited as provided in this Resolution-
and from Taxpayer Payments (as defined in Section l), in.the aggregate principal amount not to-
exceed Two Million Six Hundred Fifty-five Thousand Do44ars-(52,655;000) ("IW8.Bonds");-and,
if necessary to issue he Notes to provide interim financing,fortheptupose-ofprocuring- fin&to-be
applied on the cost of economic development and. redevelopmentin the Area and the acquisitionand
construction of certain local, public improvements. in the Area (as described in--Exhibit--A)
("Projects"), including the repayment of the Notes, incidental expenses incurred in connection with
the Projects as provided in the Act, capitalized interest on the 1998 Bonds, a debt service reserve for
the 1998 Bonds, and costs associated with issuance of the Notes and the 1998 Bonds ("Costs of the
Projects");
WHEREAS, the Commission estimates that the total Costs of the Projects will-not exceed
$2,655,000;
WHEREAS, the Commission hereby finds that it is in the best interests of the District to sell
the Notes at a negotiated, private sale to a sophisticated investor or investors and to sell the 1998
Bonds at a negotiated sale through an underwriter to a sophisticated investor or investors;
WHEREAS, the 1998 Bonds to be issued under Section 3 of this Resolution are issued
pursuant to the authority granted in the Act;
WHEREAS, the Commission on January 15. 1998, adopted a preliminary bond resolution
authorizing issuance of the 1998 Bonds in an amount not to exceed 52,655,000 and has published
and posted a notice of determination to issue bonds and the objecting period has expired without the
filing of an objecting petition;
WHEREAS, the Commission has notified the State Board of Tax Commissioners of the
creation of the Area. will report to the State Board of Tax Commissioners the appropriation of the
Bond and Note proceeds. and has obtained all approvals required by law for the issuance of the
Notes and the 1998 Bonds:
NOW. THEREFORE. BE IT RESOLVED BY THE REDEVELOPMENT CO:viMISSION
OF THE CITY OF CARMEL. INDIANA. AS FOLLOWS:
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"Debt Service.Reserve Requirement" means the least of (i)•maximum principal and interest
due on the •1998 Bonds; (ii) 125% of average annual debt service on the 1998 Bonds; or (iii) 10%
of the proceeds of the .1998 Bonds.
"District" means.the Carmel Redevelopment District.
."General Account" means the General:Account.established under Section 11.
"Improvement.Subaccount" means:the:Improvement Subaccount of the General-Account
established under. Section 1 I of this Bond Resolution.
"Minimum Tax Increment" means an amount equal to 125% of the stun of (i) the interest due
on the.1998 Bonds on the:next-February:L.orAugust. . I and,(ii);one-half ofxhe.principal due on the
1998 Bonds on the next February I until the Supplemental Reserve Requirement is fully funded and
100% of such sum thereafter.
1998 Bonds" means the Bonds described in Section 3.
"Note Purchase-Agreement" means.the purchase agreement for the Notes authorized by
Section 7.
"Note. Purchaser" means the: original.purchaser of the Notes. f
"Notes" means the notes authorized by Section 3.
"Notice Address" means with respect to the City and the Taxpayer:
City and Commission:
Carmel Redevelopment Commission
One Civic Square
Carmel, IN 46032
Attention: Department of Community Services
City Attorney:
Douglas Haney
City Attorney
One Civic Square
Carmel, IN +6032
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SECTION 1. DEFINITIONS. All terms defined herein and all pronouns used in this
Resolution. shall be deemed to apply equally to singular and plural and to all genders. All terms
defined elsewhere in this Resolution shallhave the meaning•..given in such definition. In this
Resolution, unless a different meaning-clearly appears from the context:
"Act" means IC 5-1-5, IC 5-1-14-4. IC 36-7-14 and IC 36-7-25 and all related and
supplemental.acts in effect on the issue.dates.of the Notes and the 1998 Bonds.
"Allocation Fund" means the special. fund .established under. the•Act for the Tax Increment
collected in the Allocation Area.
"Area" means the Merchants-Square Economic Development Area.
"Bond Principal and Interest Account" means the account established under Section 11.
"Bond Resolution" or "Resolution" means this Bond Resolution, adopted by the Commission
on February 2,1998, and authorizing the issuance of the 1998 Bonds, as it maybe supplemented and
amended from time to time in accordance with its provisions.
"Bonds" means the 1998 Bonds and any Parity Obligations.
"Capital Fund" means the Redevelopment District Capital Fund established under the Act f
"City" means the City of Carmel, Indiana.
"Code" means the Internal Revenue Code of 1986, as amended and in effect on the date of
issuance of the 1998 Bonds and the applicable judicial decisions and published rulings and any
applicable regulations promulgated thereunder.
"Commission" means the Carmel Redevelopment Commission.
"Costs of the Projects" means all costs of the Projects as set forth in the recitals of this
Resolution and in Exhibit A.
"Debt Service" means the principal of and interest on the Bonds, lease rentals on any Parity
Obligations which are leases and any fiscal agency charges associated with the Bonds and the
collection of Tax Increment and Taxpayer Payments.
"Debt Service Reserve Account" means the Debt Service Reserve Account created under
.Section 11.
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Taxpayer:
The Linder Company of Indiana, Inc.
Keystone at the Crossing
8555 North River Road. Suite 375
Indianapolis, IN 46240-4905
The notice addresses of the Trustee, Registrar and Paying Agent shall be set forth in the
Acceptance attached hereto.
"Owner" means a registered owner of the Bonds.
C'Pariry.Obligadons" means anycobligations(including leases) of the Commission issued on '
a parity with the 1998 Bonds under Section 12.
"Paying Agent" means the Paying Agent so designated under Section 3(F) or any successor
Paying Agent appointed under this Resolution.
"Projects" means the construction of certain road and drainage improvements and traffic
signals as described in Exhibit A.
"Purchase Agreement" means the Bond Purchase Agreement-for the-1998 Bonds. i
"Purchaser" means the McDonald & Company Securities, Inc., the underwriter for the 1998
Bonds.
"Qualified Investments" means any direct obligation of the United States of America or other
investment in which the Commission is permitted by Indiana law to invest at the time of investment
"Registrar" means the Registrar so designated under Section 3(F) or any successor Registrar
appointed under this Resolution.
"State" means the State of Indiana.
"Supplemental Reserve Requirement" means an amount equal to twice the amount of the
Debt Service Reserve Requirement until January 1. 2009 and the amount of the Debt Service
Reserve Requirement thereafter.
"Supplemental Reserve Subaccount" means the Supplemental Reserve Subaccount of the
General Account established under Section 1 1 of this Bond Resolution.
"Tax Increment" means all real property tar proceeds from the assessed valuation of real
property in the Allocation Area in excess of the assessed valuation described in IC 36-7-14-39(6)(1)
minus the additional credit under IC 36-7-14-39.x, as such statutory provision exists on the date of
the issuance of the 1998 Bonds.
Tax Increment Subaccount"means the Tax- Increment Subaccouatestablishedunder Section
11 of this Resolution. .
"Taxpayer" shall mean collectively and jointly and.severally; Linder Group; Inc:; an Indiana .::
corporation, The Linder Company of Indiana, Inc.;. an lndiana:corporation; Ohio: Retail. Services. - -
LLC, an.Ohio limited, liability company, J.L. Henry Companv; an•Indiana corporation, Ben Mar,
LLC, an Indiana limited. liability company and their respective assigns or successors in interest.
"Taxpaver Agreement" shall mean the Taxpayer Agreement, dated as:of February 1, 1998,
between the •Commission.and the Taxpayer:, -_:
"Taxpayer Payment Subaccount" means the Taxpayer-Payment Subaccourivestablished in
the Bond Principal and Interest Account under Section 11 of this Resolution. _-
"Taxpayer Payment Reserve Subaccount" means the Taxpayer Payment Reserve Subaccount
established in the General Account under Section -11 of this Resolution::
"Taxpayer Payments" shall mean the payments made by the Taxpayer; undenthe-Taxpayer
Agreement, securing the 1998 Bonds.
"Trustee" means the trustee as appointed pursuant to Section .3(F) or any successor Trustee
appointed under this Resolution.
SECTION 2. GRANTING CLAUSES
(A) The Commission. in considerationof the premises and of the purchaseand acceptance
of the 1998 Bonds by the Owners. in order to secure the payment of the Debt Service on the Bonds
according to their tenor and effect and to secure the performanceand observance by the Commission
of all covenants expressed or. implied herein and in the Bonds, does hereby pledge the rights.
interests, properties, money and other assets described. below ("Trust Estate") to.the Trustee for the
benefit of the Owners of the 1998 Bonds for the securing. of the performance of the. obligations of
the Commission set forth in this Resolution, such pledge to, be effective as:set forth in IC 5-1-14-4
without the recording of this Resolution or any other instrument:
(1) All cash and securities now or hereafter held in the Capital Fund and the
Allocation Fund and the investment earnings thereon and all proceeds thereof (except to the
extent transferredor disbursed from such funds and accounts from time to time in accordance
with this Resolution):
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(2) All Tar Increment and Taxpayer Payments required to be deposited for the
benefit of the 1998 Bonds under this Resolution. and
(3) Any money-hereinafterpledged to the Trustee as security to the extent of that
pledge;
provided, however, that if the Commission shall pay or cause to be paid. or there shall otherwise be
paid or made provision for payment of Debt:Service on the 1998 Bonds due, or to become due
thereon: at the times and in the manner mentioned in the Bonds. and shall pay or cause to be paid
or.there shall otherwise be paid or made provision for payment to the Owners of the outstanding
1998 Bonds of all sums of money due or to become due according to the provisions hereof, then this
Resolution-and the rights hereby granted shall cease, terminate and be void; otherwise this
Resolution shall be and remain in full force and effect.
(B)' The Commission, in considerationof the premises and of the purchase and acceptance
of the Notes by the Note Purchaser according to their tenor and effect and to secure the performance
and observance by the Commission of all covenants expressed or implied herein and in the Notes.
does hereby pledge the proceeds of the 1998 Bonds to the repayment of the Notes for the benefit of
the owners of the Notes for the securing of the performance of the obligations of the Commission
set forth in this Resolution, such pledge to be effective as set forth in IC 5-1-14=3 without recording
- of this Resolution or any other instrument; provided, however, that if the Commission shall pay or
cause to be paid, or there shall otherwise be paid or made provision for payment of debt service on
the Notes due, or to become due thereon, at the times and in the manner mentioned in the Notes, and
shall pay or cause to be paid or there shall otherwise be paid or made provision for payment to the
owners of the outstanding Notes of all sums of money due or to become due according to the
provisions hereof, then this Resolution and the rights hereby granted shall cease, terminate and be
void; otherwise this Resolution shall be and remain in full force and effect.
(C) This Resolution further witnesseth, and it is expressly declared, that all Notes and
Bonds issued and secured hereunder are to be issued, authenticated and delivered. and all these
properties. rights and interests. including, without limitation, the amounts hereby pledged, are to be
dealt with and disposed of, under, upon and subject to the terms, conditions, stipulations. covenants.
agreements, trusts, uses and purposes hereinafter expressed, and the Commission has agreed and
covenanted and does hereby agree and covenant with the respective Owners, from time to time, of
the Notes and the Bonds, or any part thereof, as provided in this Resolution.
SECTION'). THE NOTES AND THE 1998 BONDS.
(A) (1) The Commission, acting in the name of the City, may issue the Notes
for the purpose of procuring interim financing to apply to the Costs of the Projects. The
Commission shall issue the Votes in an aggregate amount not to exceed Two Million Six
Hundred Fifty-five Thousand Dollars ($2.655.000)to be designated"Redevelopment District
Bond Anticipation Notes of 199_" (to be completed with the year in which the Notes are
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issued). The Notes shall be dated as of the date of delivery and shall bear interest at a rate
or, rates not to exceed seven percent (7%) per annum payable at maturity or upon redemption
- prior to maturity. The Notes shall. be sold at no less than the par value thereof. The term of
the Notm including any renewals or extensions.-may. not exceed, five (5)years-from the date
of the original issuance of the Notes. The Notes.are subject to prepayment in whole or in>z
part at the option of the Commission on any date.after.the date that-is one hundred twenty
.
.,.2 (120) days•.after the issue date of the Notes upon:7 days' written notice to the registered!
owners.of the Notes at their face value plus, interest accrued to theiredemption-date: =The:-
Notes shall-be issued in fully registered form and shall be lettered and°numbered separately-
-. from 1 consecutively upward and with such further or alternate designation. as.the. Registrar -
may determine and shall be issued in minimum denominations of $5,000 and in integral
multiples of $5,000 thereafter. The principal of and ate=sr on the-Nn/PC-are pasolely
from the proceeds of the. 1998 Bonds, and the Commission; acting in.the nameofthe City-
shall have.no-obligation to repay the principal of or interest on-the Notes except from,
proceeds of.. the..1998 Bonds. The Commission may=receive payment -on, the Notes in
installments... .......
(2) The Commission further finds that all or a portion of the Costs of the Projects
may be paid from proceeds of the Notes and from proceeds of the 1998 Bonds under the Act
and that the Projects will provide special benefits to property owners in the Area and will be
of public use and benefit. The Commission further finds that in order to proceed. with-the
planning, replanning, development and redevelopmentof.the Area and the repayment of the
Notes, iris necessary for the Commission to borrow finds by issuing special taxing district
bonds of the District, in the name of the City, payable out of Tax Increment, allocated and
deposited as provided in this Resolution and from Taxpayer Payments in the aggregate
principal amount not to exceed Two Million Six Hundred Fifty-five Thousand Dollars
($2,655,000) to procure funds to be applied to the Costs of the Projects.
(3) The 1998 Bonds shall be sold at a purchase price of not less than the par value
thereof minus a discount of $70.000 plus accrued interest. The 1998 Bonds shall be issued
by the Commission in the name of the City, and shall be designated "Redevelopment District
Tax Increment Revenue Bonds of 1998." The President of the Commission and the Mayor
are hereby authorized and directed to negotiate with the Purchaser the terms of the sale of
the 1998 Bonds consistent with this Resolution. The Clerk-Treasurer of the City is hereby
authorized.and.directed to have prepared and to issue and sell to the. Purchaser the 1998
Bonds, payable solely out of the Trust Estate. asset forth herein. The purchase price of the
1998 Bonds, together with investment earnings on the proceeds of the 1998 Bonds- does not
exceed the total as estimated by the Commission of all Costs of the Projects.
(B) (1) The 1998 Bonds shall be issued in fully registered form and shall be
lettered and numbered "R-1" and shall be issued in a minimum denomination of 5100.000
and multiples of five thousand dollars ($5.000) thereafter.
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(2) The 1998 Bonds shall be dated as of the first day of the month in which sold
and shall accrue interest from that date at a rate or rates not to-exceed seven percent (7%) per
annum. The actual rates to be determined by negotiation with a.final maturity not later than
twenty, (20) years:from the- first February I after the 19981Bonds• are delivered and with
principal payable annually on February 1 on a schedule.that will retire the 1998 Bonds as
quickly as possible based on reasonable projections of available Tax Increment and allowing
for sufficient coverage to. market the- 1998 Bonds. The: 1998, Bonds may be subject to
mandatory siaking,fund redemption-as determined upon sale of the 1998 Bonds.
(3) .. Interest on the 1998. Bonds shall be payable on each February 1 and August 1
beginning.on.August 1,.1998, and shall accrue on a basis of twelve 30-day months fora 360-
day year.
(C)...= (1) -The 1998-Bonds maturing on or after February-1, 2009 are redeemable at the
option of the Commission on any date; on thirty (30) days' notice; in- whole or in part, in order of
maturity determined by the Commission and by lot within maturities at face value. together with the
following premiums, plus accrued interest to the date fixed for redemption:
2% if redeemed on October 1, 2007 or thereafter
on or before September 30, 2008;
1% if redeemed on October 1, 2008 or thereafter
on or before September 30, 2009;
0% if redeemed on October 1, 2009 or thereafter
prior to maturity.
(2) The 1998 Bonds maturing after February 1, 2009 are also subject to
redemption as provided in Section I I(D)(4).
(3) Any 1998 Bonds that are subject to mandatory sinking fund redemption shall
be redeemed at a price equal to the principal amount plus accrued interest to the date of
redemption in accordance. with the schedule established upon sale of the 1998 Bonds
pursuant to subsection (B)(2).
The Paying Agent shall credit against the mandatory sinking-fund requirement for
the 1998. Bonds. and corresponding mandatory redemption obligation, in the order
determined by the City, any 1998 Bonds maturing on the same date and subject to mandatory
sinking fund redemption which have previously been redeemed (other than as a result of a
previous mandatory redemption requirement) or delivered to the Registrar for cancellation
or purchased for cancellation by the Paving Agent and not previously applied as a credit
against any redemption obligation. Each 1998 Bond so delivered or cancelled shall be
credited by the Paying Agent at 100% of its principal amount against the mandatory sinking
fund obligation on such mandatory sinking fund date, any excess of such amount shall be
credited on future redemption obligations. and the principal amount of 1998 Bonds to be
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redeemed by operation of.the mandatory sinking fund requirement- shall: be. accordingly
reduced. However, the Paying Agent shall credit the 1998 Bond subject to mandatory
sinking fund redemption only to the extent received by the Paying Agent attleast:forty-five
(45) days preceding the-applicable mandatory redemption date as stated above.s'
(D) Notice of any redemption identifying the 1998 Bonds to be redeemed-in wholelorin -
part pursuant to subsection (C) shall be.given by the Commission to the Trustee at least 45 days prior
• to the date. final for redemption. Notice of any redempfw identifying the 1998-Bonds to-be
redeemed-in whole or in partshall be given- bythe Trustee at least 30 days prior to the date fixed for
redemption (unless this notice is waived by the Owner) -by sending written notice by certified or
registered mail to the Owner of each. 1998 Bond to be redeemed in whole or in part at the address
shown on the registration books of-the Registrar. Failure to give such-'notice bv-mailing,-or-anv
-,»- -• defect therein with respect to: anv.1998,Bond; shallinot affect the validity of any pro
ceeding?for the -
redemption of other 1998 Bonds. Such notice shall state the redemption date, the redemption price.
the amount of accrued interest; if any, payable on the-redemption date, the place at which 1998 -
Bonds are to be surrendered for payment and: if less than the entire principal amount ofa 1998 Bond
is to be redeemed, the portion thereof to be redeemed. By the date fixed for redemption, due
provision shall be made with the Registrar for the payment of the redemption price of the 1998
Bonds to be redeemed, plus accrued interest, if any, to the date fixed for redemption. When the 1998-
Bonds have been called for redemption, in whole or in-part. and due provision has been made to
redeem same as herein provided, the 1998 Bonds-or portions thereof so redeemed shall no longer
• f be regarded as outstanding except for the purpose.of receiving paymentsolely from-the funds so
provided for redemption, and the rights of the Owners of such 1998 Bonds to collect interest which
would otherwise accrue after the redemption date on any 1998 Bond or portion thereof called for
redemption shall terminate on the date fixed for redemption. provided that funds for their redemption
are on deposit at the place of payment at that time.
(E) If fewer than all of the 1998 Bonds ofa maturity are to be redeemed, the Registrar
will select the particular 1998 Bonds to be redeemed by lot in such manner as it deems fair and
appropriate. Each five thousand dollars ($5.000) principal amount shall be considered a separate
bond for purposes of redemption and no redemption shall result in 1998 and remaining outstanding
for any amount less than $100.000. If-any of the 1998 Bonds are subject to both optional and
mandatory sinking fund redemption on the same date, the 1998 Bonds to be redeemed by optional
redemption shall be selected first.
(F) (1) The Clerk-Treasurer of the City may serve as the Registrar and the Paying
Agent for the Notes. The Mayor shall appoint a duly qualified bank as Trustee. Registrar and Paving
Agent for the 1998 Bonds. which Trustee. Registrar and Paying agent will be charged with the
performance of the duties and responsibilities of Trustee. Registrar and Paving Agent as set forth
herein. The Trustee. Registrar and Paving Agent shall signify its acceptance of its duties by
executing the acceptance attached to this Resolution. The Commission is further authorized to pay
such fees as the Trustee. Registrar and Paving -Agent may charge for the services provided as
Trustee. Registrarand Paving Agent and such.fees-ma} be paid from the Bond Principal and Interest
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Account as Debt Service in addition to paying the principal of and interest on the Bonds or from the
General Account.
= (2). The Clerk-Treasurer is hereby authorized and directed, on behalf of the
Commission- to enter into such agreements or understandings with the Trustee, Registrar and "
Paying Agent as will enable it.to perform the services required of it.
(G). (1) The Notes and the 1998-, Bonds shall be authenticated with the manual or
facsimile signature of an authorized representative.of the Registrar. No Note or 1998 Bond shall be
valid or become obligatory for any purpose until the Certificate of Authentication on such Note or
1998 Bond, respectively, shall have been so executed. Subject to the provisions hereof for
registration, the Notes and the 1998 Bonds shall be negotiable under the laws of the State of Indiana
(2) Each Note or 1998 Bond shall-be transferable or exchangeable only upon the
books of the Commission kept for that purpose at the office of the Registrar by the owner
thereof in person, or by its attorney duly authorized in writing, upon'suaender of such Note
or 1998 Bond together with a written instrument of transfer or exchange satisfactory to the
Registrar duly executed by the owners or its attorney duly authorized in writing, and
thereupon a new fully registered Note, Notes. 1998 Bond or 1998 Bonds, as the case may be,
in the same principal amount and of the same maturity, shall be executed and delivered in
the name of the transferee or transferees or the owners; as the case may be, in exchange
therefor. The Registrar shall not be obligated to make any exchange or transfer of 1998
Bonds following the fifteenth day immediately preceding an interest payment date on any
1998 Bonds until such interest payment date. The Registrar shall not be obligated (a) to
register, transfer or exchange any 1998 Bond during a period of fifteen (15) days next
preceding mailing of a notice of redemption of the 1998 Bonds, or (b) to register, transfer or
exchange the Note or 1998 Bond selected. called or being called for redemption in whole or
in part after mailing notice of such call. The City and the Registrar for the Notes and 1998
Bonds may treat and consider the person in whose name such Note or 1998 Bond is
registered as the absolute owner thereof for all purposes including for the purpose of
receiving payment of, or on account of. the principal thereof. The Notes and 1998 Bonds
may be transferred or exchanged without cost to the owners except for any tax or
governmental charge required to be paid with respect to the transferor exchange, which taxes
or governmental charges are payable by the person requesting such transfer or exchange.
(3) If any Note or 1998 Bond is mutilated, lost. stolen or destroyed, the City may
execute and the Registrar may authenticate a new Note or 1998 Bond, respectively, which
in all respects shall be identical to the Note or 1998 Bond which was mutilated. lost, stolen
or destroyed including like date. maturity, series and denomination, except that such new
Note or 1998 Bond. respective Iy.shalI be marked in a manner to distinguish it from the Note
or 1998 Bond for which it was issued: provided that in the case of any Note or 1998 Bond.
as the case may be, being mutilated. such mutilated Note or 1998 Bond shall first be
surrendered to the City and the Registrar: and in the case of 1998 Bonds being lost, stolen
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or destroyed. there ,shall be,tirst furnished to the City and the Registrar evidence of such loss.
theft or destruction satisfactory to the City and the Registrar, together with. indemnizv
satisfactory to them. If any such lost, stolen or destroyed'Note or 1998 Bond shall: have
matured and be pavable'in accordance with its terms. instead of issuing a duplicate Note or
.1998 Bond, respectively, the City and the Registrar may, upon receiving ihdemniry
satisfactory to them, pay the same without surrender thereof. The City and the Registrarmay
charge.the owner'of the Note or owner of the 1998 Bond. as the case maybe, with their
reasonable.fees and expenses in,connection with the above. Every substitute Note or 1998
Bond issued by reason of the4Yote or' 1998 Bond being lost. stolen or destroyed shall,.with
respect to.such Note or 1-998 Bond. constitute wsubstitute contractual obligation of the City,
whether onnot the lost, stolen or destroyed Note or 1998 Bond shal I be found avany time,
and every such Note or 1,998 Bond shall be entitled w all the benefits of this Resolutibn,
equally and:proportionatelywith any and all other7Notesor4998 Bonds 'respectively, duly
issued hereunder:
(H) The principal of and interest onthe'Notes`and the principal of the 1998 Bonds shall
be,payable in.lawful money of the United States of,America upon presentation at the office of the
Paying, Agent. Interest on the 1998 Bonds shall be paid by check mailed to each owner at-the
address as .it appears on the registration books kept--by the Registrar as, of: the fifteenth day
immediately preceding the interest payment date of at such other address as provided to the Registrar
in writing by such owner. If payment of principal or'interest is-made;to a depository, payment shall
be made by wire transfer on the paymenrdate in same-day fiords. If the payment date occurs on a
date when financial institutions are not open for business:.the.wire transfershall.be made on the next
succeeding business day. The Trustee shall be instructed to, wire transfer payments by 1:00 p.m.
(New York City tithe) so thatsuch"payments are received at.the depository by 2:30 p.m. New York,
City time).
(I) The Commissionhas determinedthatit maybe beneficial to the Commission to,have
the 1998 Bonds held by a central depository system pursuant to an agreement between the
Commission and The Depository Trust Company, New York, New York ("Depository Trust
Company") and have ttansfersof..the 1998 Bonds effectedby book-entryod the books of the central.
depository svstem ("Book Entry System"). The 1-998 Bonds maybe-initially issued in the form of
a separate single authenticated fully registered 1998 Bond,for the aggregate principai amountof each
separare maturity ofthe1,998 Bonds. In such case,.upon initial issuance. the ownership of such 1998
Bonds shal.Lbe registered in the register kept by the Registrar in the name of CEDE & CO., as
nominee of the. Depository Trust Company.
With-respect to the 1998 Bonds registered' in the register keptbythe Registrar in the name
of CEDE & CO., as nominee of the Depository Trust Company. the Commission and the Paving
Agent shall have no responsibility or obligation to any other holders or owners (including any
beneficial owner ("Beneficial Owner")) of the 1998 Bonds with respect w (i) the accuracy of the
records of the Depository Trust Company. CEDE_& CO._., or anv Beneficial Owner with respect, to
ownership questions; (ii):the.delivery to any bondholder f inciuding any Beneficial Owner) or any
:i-x; -12-
other person, other than the Depository Trust Company, of any. notice with respect to the 1998 Bonds
including any notice of redemption. or (iii) the payment to any bondholder( . including any Beneficial
Owner) or any other person. other than the Depository Trust Company, of any amount with respect
to the principal of, or premium; if any, or interest on the -1998 Bonds exceptas otherwise provided
herein.
No person other than the Depository Trust Company shall receive an authenticated 1998
Bond evidencing an obligation of the Commission to make. payments of the principal of and
premium, if any, and interest on the 1998 Bonds pursuant to this vResolution. The Commission and
the Registrarand Paying Agent may treat as and deem the Depository Trust Company or CEDE &
CO. to be the absolute bondholder of each of the 1998 Bonds for the purpose of (i) payment of the
principal of and premium, if any, and interest on such 1998 Bonds; (ii) giving notices of redemption
and. other notices permitted.to: be-given-to bondholders with respect to such-1998 Bonds, (iii) '
registering transfers with respect to such 1998 Bonds; (iv) obtaining any consent or-other action
:.required or permitted to be taken of or by bondholders; (v) voting; and (vi) for all other purposes
whatsoever. The Paying,Agent shall pay all principal of and premium, if any, and interest on the
1998 Bonds only to or upon the order of the Depository Trust Company, and-all such payments shall
be valid and effective fully to satisfy and discharge the Commission's and the Paying Agent's
obligationswith respect,to principal of and premium, if any, and interest on the 1998 Bonds to the
extent of the sum or sums so paid. Upon delivery by the Depository Trust Company to the
Commission of written notice to the effect that•the Depository Trust Company has determined to
substitute a new nominee in place of CEDE & CO., and subject to the provisions herein with respect'
to consents, the words "CEDE & CO." in this.Resolution shall refer to such new nominee of the
Depository Trust Company.. Notwithstandinganyother provisionhereofto the contrary, so long as
any 1999 .Bond, is registered in the name of CEDE & CO., as nominee of the Depository Trust
Company, all payments with respect to the principal of and premium, if any, and interest on such
1998 Bonds and all notices with respect to such 1998 Bonds shall be made and given, respectively;
to the Depository Trust Company as provided in a representation lener from the Commission to the
Depository Trw Company.
Upon receipt by the Commission of written notice from the Depository Trust Company to
the effect that the Depository Trust Company is unable or unwilling to discharge its. responsibilities
and no.submitute depository willing to undertake the functions of the Depository Trust Company
hereunder can be; found which is willing and able to undertake such functions upon reasonable and
customary terms: then the 1998 Bonds shall no longer be restricted to being registered in the register
of the Commission kept by the Registrar in the name ofC£DE & CO,. as nominee of the Depository
Trust Company, but may be registered in whatever name or names the bondholders transferring or
exchanging the 1998 Bonds.shail designate. in accordance with the provisions of this-Resolution.
If the Commission determines that it is in the best interest of the bondholders that thev'be
.-able to obtain. certificates for the fully registered 1948 Bonds. the Commission may notify the
lepository Trust Company. and the Registrar. whereupon the Depository Trust Company %N?A notify
the Betieticial Owners of.the availabiliLN through the. Depository Trust Company of certiEcates'for
2;?E+8.7 -13
the 1998 Bonds. In such event, the Registrar shall prepare, authenticate, transfer and exchange
certificates for the 1998 Bonds as requested by the Depository Trust Company and any Beneficial
Owners in appropriate amounts, and whenever -the- Depository - Trust- Company requests the
Commission and the Registrar to do so: the-Registrar and the Commission will cooperate with the
Depository Trust Company by taking appropriate action after reasonable notice (i) to make available
one or more separate certificates evidencing the fully registered 1998 Bonds of any Beneficial
Owner's Depository Trust Company account or (ii) to arrange for another securities depository to
maintain custody of certificates for and evidencing the 1998 Bonds.
If the 1998 Bonds shall no longer be restricted to being registered in the name of the
Depository Trust Company, the Registrar shall cause said 1998 Bonds to be printed in blank in such
number as the Registrar shall determine to be necessary or customary; provided. however, that the
Registrar shall not be required to have such-1998 Bonds printed until,it shall have received from the
Commission indemnification for all costs and expenses associated with such printing.
In connection with any notice or other communication to be provided to bondholders by the
Commission or the Registrarwith respect to any consent or other action to be taken by bondholders,
the Commission or the Registrar, as the case may be, shall establish a record date for such consent
or other action and give the Depository Trust Company notice of such record date not less than
fifteen (15) calendar days in advance of such record date to the extent possible.
So long as said 1998 Bonds are registered in-the name of the Depository Trust Company or
CEDE & CO. or any substitute nominee, the Commission and the Registrar and Paying Agent shall
be entitled to request and to rely upon a certifrcateor other written representation from the Beneficial
Owners of the 1998 Bonds or from the. Depository Trust Company on behalf of such Beneficial
Owners stating the amount of their respective beneficial ownership interests in the 1998 Bonds and
setting for the consent- advice. direction, demand or vote of the Beneficial Owners as of a record date
selected by the. Registrar and the Depository Trust Company, to the same extent as if such consent.
advice, direction, demand or vote were made by the bondholders for purposes of this Resolution and
the Commission and the Registrar and Paying Agent shall for such purposes treat the Beneficial
Owners as the bondholders. Along with any such certificate or representation.. the Registrar may
request the Depository Trust Company to deliver. or cause to be delivered, to the Registrar a list of
all Beneficial Owners of the 1998 Bonds, togetherwith the dollar amount of each Beneficial Owner's
interest in the 1998 Bonds and the current addresses of such Beneficial Owners.
(.)) THE NOTES DO NOT CONSTITUTE A CORPORATE OBLIGATION OF THE
CITY. BUT CONSTITUTE .AN OBLIGATION OF THE DISTRICT AS A SPECIAL TAXING
DISTRICT. PAYABLE SOLELY FROM THE PROCEEDS OF THE 1998 BONDS WHEN. AS.
AND IF ISSUED. THE DISTRICT IS NOT OBLIGATED TO PAY THE PRINCIPAL OF OR
INTEREST ON THE NOTES FROM ANY SOURCE OTHER THAN THE PROCEEDS OF THE
1998 BONDS.
S] 1483 -14-
(K) THE 1998 BONDS DO NOT CONSTITUTE A CORPORATE OBLIGATION OF
THE CITY, BUT CONSTITUTE AN OBLIGATION OF THE DISTRICT AS A SPECIAL
TAXING DISTRICT, IN THE NAME OF THE CITY, PAYABLE SOLELY FROM THE TRUST
ESTATE. THE DISTRICT IS NOT OBLIGATED TO PAY THE DEBT SERVICE ON THE 1998
BONDS FROM ANY SOURCE OTHER THAN THE TRUST ESTATE. NEITHERTHE FAITH
AND CREDIT NOR THE TAXING POWER OF THE DISTRICT OR THE CITY IS PLEDGED
TO THE PAYMENT OF THE PRINCIPAL OF OR THE INTEREST ON THE 1998 BONDS.
SECTION 4. FORM OF THE NOTES AND 1998 BONDS.
(A) Form of the 1998 Bonds. The form and tenor of the 1998•Bonds shall be substantially
as follows (all blanks to be properly completed prior to the preparation of the 1998 Bonds):
UNITED STATES OF AMERICA
STATE OF INDIANA
HAMILTON COUNTY
CARMEL REDEVELOPMENT DISTRICT
No. R-
TAX INCREMENT REVENUE
-BONDS OF 1998
INTEREST MATURITY ORIGINAL AUTHENTICATION
RATE DATE DATE DATE CUSIP
REGISTERED OWNER:
PRINCIPAL AMOUNT:
The Carmel Redevelopment Commission (the "Commission"),acting in the name of the City
of Carmel, Indiana (the "City"), for value received. hereby acknowledges itself indebted and
promises to pay, but solely out of the Tax Increment and Taxpayer Payments (each as defined in the
Bond Resolution defined below) and the funds held under the Bond Resolution to the registered
owner (named above) or registered assigns, the Principal Amount set forth above on the Maturity
Date set forth above (unless redeemed earlier as hereinafter provided), and to pay interest thereon
at the rate per annum stated above from the date to which interest has been paid next preceding the
.date of authentication of this Bond from the interest payment date immediately preceding the date
of authentication of this Bond unless this Bond is authenticated on or before July 16, 1998. in which
case interest shall be paid from the Original Date, or unless this Bond is authenticated between the
4
2321483 -15-
fifteenth day preceding' an interest paymentdate and the interest paymentdate. in which case interest
shall be paid-from,such interest payment date. Interest shall be payable on February 1 and August
I of each vear„commencing August.l. 1998. Interestshall be calculated•on the basis of twelve J0-
day months.foi a-360-daYYear. r_
The,principal of this Bond is.payable at the principal office ofNational City Bank of Indiana
(the "Trustee "Registrar"or"Paving Agent'), in the City.of. Indianapolis. Indiana: All payments
•. of interest on this Bond shall'be paid :by check mailed one business: day prior to the interest payment
date to the registered owner, hereof, as of-the fifteenth day preceding such payment,at the address
as it appearsonthe. registration books kept by the Registrar Brat such other address,as is-provided
to the Paying Agent in writing. by the registered. owner. If payment ofprincipalror,interest is made
to a depositorypayment'shall-.be made by'wire transfer on thelmytttentdate in,same,day €uads, if
thetpayment:daze:occurs?on,a:date when financial institutions ace nor:operr forbtisiness,'the°wire-•
transfer shall be made on the:next succeeding,business"day., The,Paying-Agert=shall,be instructed
to,wirearansferpayments so such payments are received at the depository-by-2:.30 0.m:,(Nek York
City time). All.paymenrs' on this Bond shall be made in. lawful money of the United 5tates7 ,of
America,,which on. the dates of such pdyment, shall be legal tender for the payment of public and
private debts.
The Bonds shall be ;initially, issued in a Book Entry System (as dAffle & in the. Bond
Resolution). The provisions. of this-BandAnd of-Bond Resolution, are:subject.in,altrespects to the
provisions of the Letter, of Representations between the City,and The Depositary=Trust Company,
t or any substitute agreement, effecting:such Book Entry System.
THIS BOND.DOES NOT CONSTITUTER CORPORATE, OBLIGATION OF THE CITY
OF CARMEL, B UT CONSTITUTES AN OBLIGATIOtN OFTI-IE CARMEL REDEVELOPMENT
DISTRICT (THE "D ' ISTRICT") AS A SPECIAL TAXING DISTRICT, IN THE NAME OF THE
CITY, PAYABLE SOLELY FROM THE-TRUST ESTATE AS DESCRIBED IPI THE BOND
RESOLUTION. NEITHER THE FAITH AND CREDIT NOR THE TAXING POWER OF THE
DISTRICT OR THE-CITY IS PLEDGED TO PAY THE PRINCIPAL.OF OR INTEREST ON
THIS BOND.
REFERS 'CE IS MADE TO THE FURTHER PROViSIONS`OF THIS BOND SET:FORTH
ON THE REVERSE HEREOF WHICH SHALL FOR ALL PURPOSES HAVE THE SAME
EFFECT AS IF DULY. SET FORTH ON THE FACE HEREOF.
(Reverse of Bond)
This Bond is one of an authorized issue ofbands of the Redevelopment District of the.Cin•
of Carmel with an aggregate principal amount of S2 6'5:?):d00'designated "Redcvelbpmcnt District,
Tax Increment R. avenue Bonds of 1'08" ("Bonds"). The Bonds.-are numbered consecutiveiv from
R-I upwards and are issued'oursuaat to the Bond Resolution adopted by the Carmei Redevelcpment
::=ua: -16-
Commission- (the "Commission") on February 2, 1998 (the "Bond Resolution") and in `strict
compliance,with IC 5-1-5.,IC 3-1-14-4,IC 36-7-14,.IC 36-7-25 and all related-and supplemental acts
as in effect on the issue.date of the Bonds (coilectivelythe "Act"), to procure funds to be applied to -
the Costs of the Projects.(as'defined in the Bond. Resolution),. including issuance expenses of the-
Bonds, capitalized interest on.the Bonds, andfunding a debt reserve for the. Bonds, The Projects
consist of the construction.of certain road and drainage improvements and traffic signals in or
serving the Merchants Square Economic Development, Area,.an economic development area under
the Act.
The Bonds are ail equally and ratably secured;by and entitled to the protection of the Bond
Resolution. Additional bonds and.Parity Obligations.(as defined in the Bond Resolution) may be
issued as desc;ribed.inthe Bond Resolution. To, secure payment of the Debt Service (as defined in
the- Bond, Resolution);:omthe Bondsr;and performance ofail other-covenants of the City and the----
District . under the Bond Resolution; the Commission, acting in the name of theCity, . pursuant to the
.-Bond Resolution, has pledgedthe„Trust Estate..:.-Reference:is hereby made to-the Bond Resolution
fora descriptionof the rights, duties and obligations ofthe Commission, the District, and the owners
of the Bonds, the terms and conditions upon which the Bonds are issued and the terms and
conditions upon which the Bonds will be paid at or prior to maturity, or will be deemed to be paid
and discharged upon the making of provisions for payment therefor. Copies of the Bond Resolution
are on file at the office of the Commission. THE OWNER OF THIS BOND, BY ACCEPTANCE
-- OF TIES BOND, HEREBY AGREES TO ALL._OF:THE.TERMS AND PROVISIONS IN THE
BOND RESOLUTION. The Underwriter (as defined ia;the Bond Resolution) has covenanted and
agreed that during the initial offering.of the Bonds; no Bonds ME be offered or-sold to person who
are not "accredited investors" as such-term is delivered in the Securities Act of 1933, as amended,
and that any sales of Bonds ina secondary market shall be pursuant an investment lerter.wherein a
purchaser shall represent to the-.District, the City and any Trustee, Registrar or Paying Agent, as
follows:
(1) It isan accredited investor under the Securities Act of 1933, as amended. and
is familiar with securities such as the Bonds.
(2) It is familiar.with the City, the Commission, the District and the Taxpayer (as
defined in the Bond Resolution). It has received such information concerning the City, the
Commission; the District, the Bonds. the.Tax-Increment and Taxpayer Payments as it deems
'to be necessary in connection with investment in the Bonds. It has received, ecad and
commented upon a copy of this Resolution and the Taxpayer Agreement. Prior to the
purchase of the Bonds.:iz.has been provided with the opportunity to ask questions of and
receive answers from the representatives of the City, the District the Commission and the
Taxpayer concerning the terms and conditions of the Bonds and the tax status of the Bonds;
legal opinions and enforceability of remedies -and the security therefor- and to obtain anv
additional information needed in order to verify the accuracy of the information obtained to
the extent that: the City, the District, the Commission or the Taxpayer possesses such
information or eah acquire.it without unreasonable effort or expense.. It is not reiving on Ice
:3±143.3 -17-
Miller Donadio & Rvan or H. J. Umbaugh & Associates. L.L.P. for information concerning. -
the financial status of the Commission or the Taxpayer or the ability of the Commission: or
,.., ;.„ the Taxpayer to honor their respective obligations or other.•.couenants under-this Bond
crs:. r -Resolution and the Taxpayer Agreement- It is also not=elying-on the City; the Commission: •.>-
or the District for information-concerning the financial status of the Taxpayer•or.the ability:. i ..
of the Taxpayer to honor its obligations under the Taxpayer Agreement.-.
. -,- (3) It is acquiring the. Bonds for its own account.with no present intent to resell;
and that it will not sell, convey, pledge or otherwise transfer. the Bonds:withoutcomptiance- with federal and state securities laws including laws concerning disclosure-and-registration.
-••- - (4) It has.investigatedthe security forthe-Bonds, includingtlte availabilityef Tax •°' -
Increment and,Taxpayer Payments^to:.iu?satisfaction; and it undecstands-that, the=Bonds aie,°`.
payable solely from Tax Increment and Taxpayer Payments and funds held under this--Bond-
Resolution and.that neither the City, the District:northe Commission-has the'authority to--
levy a tax to pay the principal of or interest on the Bonds. - -
The Bonds maturing on or after February 1, 2009, are redeemable at the option of the
Commissionon any date not earlier than October 1. 2007, in whole or in part,.in order of maturity---
determined determined by the Commission and by lot within maturities at face value, plus-accrued interest to
the date fixed for redemption plus the following premiums: . • -
2% if redeemed on October 1, 2007 or thereafter
on or before September 30, 2008; .
I% if redeemed on October 1, 2008 or thereafter
on or before September 30, 2009;
0% if redeemed on October 1, 2009 or thereafter
prior to maturiry.
The Bonds maturing after February 1, 2009 are also subject to redemption on February I,
2009 from.amounts in the Supplemental Reserve Subaccount and the Taxpayer Payment Reserve -
Subaccount (both as defined in the Bond Resolution) in excess the Supplemental Reserve
Requirement (as defined in the Bond Resolution) at face value plus accrued interest.
[The Bonds maturing on February 1. _ are subject to mandatory sinking fund redemption
prior to maturity, at a redemption price equal to the principal amount thereof plus accrued interest.
on February I in the years and amounts set forth below:
332149.3 -Is-
Year Amount
• Final Maturity]
Each Five Thousand Dollars ($5.000) principal-amount shall be considered a separate Bond
for purposes of optional and mandatory redemption provided that no redemption shall result in any
Bond remaining outstanding for any amount less than 5100,000. If less than an entire maturity is
called for redemption, the bonds to be redeemed shall be selected by lot by the Registrar. If some
Bonds are-to be redeemed by. optionabredemptionand- mandatory sinking;fund-.,redemption omthe r r:
same date, the Registrar shall select by lot the bonds for optional redemption before selecting the -
-Bonds by lot for the mandatory sinking: fund redemption.
Notice of any redemption shall be given by the Registrar at least 30 days prior to the date
fixed for redemption (unless notice is waived by the owners of the Bonds) as provided in the Bond
Resolution.
The Commission may, without the consent of, or notice to, the registered owner of this Bond,
adopt a supplemental resolution to the Bond Resolution for certain purposes as described in the Bond
Resolution.
The owners of not less than fifty-one percent (51%) in aggregate principal amount of the
Bonds then outstanding shall have the right, from time to time, anything contained in the Bond
Resolution to the contrary notwithstanding, to consent to and approve the adoption by the
Commission of such supplemental resolutions as shall be deemed necessary and desirable by the
Commission for the purpose of modifying, altering, amending, adding to or rescinding, in any
particular. any of the terms or provisions contained in the Bond Resolution or in any supplemental
resolution other than those provisions covered by the paragraph above.
This Bond is transferable or exchangeable.only upon the books of the Commission kept for
that purpose at the office of the Registrar by the. Registered Owners, as provided in the Bond
Resolution.
This Bond shall be issued in fully registered form in the minimum denomination of one
hundred thousand dollars ($100,000) or in any integral multiples of 55.000 thereafter.
If this Bond shall have become due and payable in accordance with its terms or shall have
been duly called for redemption or irrevocable instructions to call this Bond or a portion thereof for
redemption shall have been given, and the whole amount of the principal of and interest so due and
payable on this Bond or portion thereof then outstanding shall be paid or (i) sufficient moneys. or
_? ua; -19-
(ii) noncailabie, direct obligations of, or obligations the-principai of'and.interest .on which are
uncondinonally.guaranteed by,, the United States of America, the,principaLofand-the::interest 'on
-which when due will provide sufficient moneys for such purpose. or,(iii) obligations _of any.state of
the United States ofAmetica or.any political subdivision_thereof"the Ml-payment of principal of
and interest on which (a) are unconditionally guaranfeed'or:insured,by;the: United States-ofAmerica,.
or (b) are provided for by an irrevocable deposit ofsecurities-described, in_clause (ii) and are not
subject to call or redemption by the. issuer thereof prior-to- maturity or, for'. which- irrevocable
instructionsto redeem have:been,given, shall beheld in trust-.fonsuchpurpose sattd_provision,shall
also have beenmade for paying, all fees and expenses,in connectionwith-the redemption.-then-and,
in that case this Bond shall no longer be deemed outstanding or any inde6tedness-of the District -
It' is hereby certified. recited and declared' that all aetsrcoaditions and-things requiied.to be
done pmcedentto'and:in:the execution;issuance,.sale and'.deliverY of this.,Bcnd?have'been'properiy
done, happened and performed in regular and due form as. prescribed bylaw, and that:£he.total
indebtedness of the District„ including. the Bonds, does not.exceed any. constitutional--or statutory
limitation of indebtedness.
This _Bond -shall not'be valid or become obligatory'for any purpose until the certificate of
authentication hereon shall have been duly executed by-the=authorized representative of the
Registrar.
(front of bond)
By:
IN WITNESS WHEREOFi the Carmel Redevelopment Commission.has caused this Bond
to be executed by the manual or facsimile signature of the'Mayor of the City, in the name of the Cirv
of Carmel for and on behalf of the Redevelopment District'of the City; and attested,by the manual
or facsimile signature of the Clerk-Treasurer of the.Ciry, who has caused the seal of the City of
Carmel to be impressed ord facsimile thereof to be printed hereon.
(SEAL)
Attest:
-i?I49;
CITY OF CARMEL, INDIANA
Mayor
--?0-
Clerk-Treasurer.
REGISTRAR'S CERTIFICATE OF AUTHENTICATION
--This Bond is one of the Bonds described:in the within mentioned Bond Resolution.
as Registrar
Authorized Representative
. The following abbreviations, when used, in the inscri ption on the face of the within bond,
shall be construed as though they were written out in full according to applicable laws or regulations.
TEN COM-- as tenants in common
TEN ENT - as tenants by the entireties
JT TEN - as joint tenants with
right of survivorship and
not as tenants in common
UNIF TRANS MIN,ACT - Custodian
(Cult) (Minor)
under Uniform'Transfers"to Minors
Act _
(State)
Additional abbreviations may also be used though not in list above.
ASSIGNMENT
FOR VALUE RECEIVED the undersigned hereby sells, assigns and transfers unto
(insert name, address and federal tax identification number)
the within bond and all rights thereunder, and hereby irrevocably constitutes and appoints
.attorney to transferthe within Bond on the books kept for the registration
thereof with full power of substitution in the premises.
732138.3 -21-
NOTICE: Signature(s) must be-guaranteed by
an eligible guarantor institution participating
in a Securities Transfer Association
recognized signature guarantee program.
(End of
NOTICE"' The signature-to this assignment
must correspond with the name as-it appears
on the face of the. within'-Boiid in everv
particular, without alteration or enlargement
or any change whatsoever.--:-
'Bond Form)
(B) Form of Notec. The form of the Notes shall be set forth in the Note Purchase
Agreement.
(C) Form of Parity Obligations. The form of any Parity Obligations shall be set forth in
the resolution approving the issuance of such Parity Obligations.
SECTION 5. SALE OF THE NOTES AND THE 1998, BONDS.
i (A) The Clerk-Treasureris hereby authorized and directed to sell each series of the Notes
- - to the Note Purchaser at a negotiated sale upon receipt of the purchase price and immediately
available funds.
Prior to the delivery of the Notes, the Clerk-Treasurecshall obtain a legal opinion addressed
to the Commission as to the validity of the Notes from Ice Miller Donadio & Ryan of Indianapolis,
Indiana, bond counsel, and shall furnish such opinion to the Note Purchaser. The cost of such
opinion shall be considered as apart of the cost incidental to these proceedings and shall be paid out
of the proceeds of the Notes.
All proceeds of the Notes shall be deposited in the Capital Fund and applied to the Costs of
the Projects.
(B) After completion ofallthenecessarylegal requirements forthemarketing ofthe 1998
Bonds, the Clerk-Treasureris hereby authorizedand directed to sell the 1998 Bonds to the Purchaser
at a negotiated sale, upon receipt of the purchase price, including interest accrued to the date of
delivery, in immediately available funds, pursuant to the terms of the Purchase Agreement. The
1998 Bonds shall be sold to the Purchaserat a price of not less than par with a discount not to exceed
570.000.
Prior to the delivery of the 1998 Bonds. the Clerk-Treasurer shall obtain a legal opinion
addressed to the Commission as to the validin of the 1998 Bonds from Ice Miller Donadio & Rvan
of Indianapolis. Indiana, bond counsel. and shall fiunish such opinion to the Purchaser. The cost of
such opinion shall be considered as part.of the costs incidental to these proceedings and shall be paid
out of proceeds of the 1998 Bonds.
Accrued interest and capitalized interest received from the sale of the 1998 Bonds shall be
deposited in the Bond Principal and Interest Account. An amount not to exceed the Debt Service
Reserve Requirement shall be deposited in the Debt Service Reserve Account. The remaining
proceeds.of the 1998 Bonds shall be deposited in the Capital Fund. If the Notes are issued, upon sale
of the 1998 Bonds, the Paying Agent is directed to notify the owners of the Notes of the redemption
of the Notes in accordance with Section 3(A)(1).
SECTION 6. DELIVERY OF INSTRUMENTS. The Commission hereby authorizes and
- _ T.. directs the Mayor, the Clerk-Treasurerand the,President or Vice,President of the Commission, and
each of them, for and on behalf of the City, the Commission and the District to prepare, execute and
deliver any and all instruments, letters, certificates, agreements and.documents as the executing
official, the City Attorney or Ice Miller Donadio & Ryan determines is necessary or appropriate to
consummate the transactions contemplated by this Resolution, including the Note Purchase
Agreement, the Purchase Agreement and the Taxpayer Agreement and such determination shall be
conclusively evidenced by the execution thereof. The instruments, letters, certificates, agreements
and documents, including the Notes and the Bonds, necessary or appropriate to consummate the
transactions contemplated by this Resolution shall, upon execution,- as contemplated herein,
constitute the valid and binding obligations or representations and warranties of the Commission,
acting in the name of the City, the full performance and satisfaction of which by the Commission t
are hereby authorized and directed.
SECTION 7. PURCHASE AGREEMENT, NOTE PURCHASE AGREEMENT AND
TAXPAYER AGREEMENT.
(A) The Commission hereby approves the form of Purchase Agreement substantially in
the form presented at the meeting at which this Resolution is adopted, by which the 1998 Bonds are
to be sold to the Purchaser. The President or Vice President of the Commission and the Mayor are
hereby authorized and directed to execute, and the Secretary of the Commission and the Clerk-
Treasurer of the C ity are hereby authorized and directed to attest and affix the seal of the City to, the
Purchase Agreement. with such changes and revisions thereto as they deem necessary or appropriate
to consummate the transactions contemplated thereby. Such execution and attestation shall be
conclusive evidence of their approval of such changes and revisions. The Purchase Agreement in
the form executed shall constitute the valid and binding obligation of the Commission. acting in the
name of the City, the full performance and satisfaction of which by the Commission is hereby
authorized and directed.
(B) The Commission hereby approves the Mote Purchase Agreement substantially in the
form presented at the meeting at which this Resolution is adopted. by which the Notes are to be sold
to the Note Purchaser. The President or Vice President of the Commission and the Mayor are hereby
M 148A -23-
authorized and directed to execute, and the Secretary o I the Commission and.the Clerk-Treasurer of
the City are hereby authorized and directed to attest and-.affix. the seal of the City to, the Note
Purchase Agreement, with such changes and revisions thereto: as-they.:deetnnecessary.or.appropriate
to consummate. the transactions contemplated thereby_sSuctiexecution--and:attesmtion shall be
conclusive evidence of their approval of such .changes.;an&revisions.:..Each-.Note Purchase
Agreement in the form executed shall constitute the valid•and:binding obligation of the Commission,
acting in the.name of the City, the full performanceand satisfaction of_which+by the Commission
is hereby authorized.and.directed.
(C) TheCommission.asauthorizedbythe:Oct, hereby approves the Taxpayer Agreement
by which the Taxpayer agrees to pay the Trustee, the Taxpayer-Payments to secure the 1998 Bonds,
substantially. in the form presented to the meeting at.which-this. Resolution .was. adopted. -The
President.or Vice President. of. the Commission is.authorized-and,directed, to. execute,. and the
Secretary of the Commission. is hereby authorized and directed to attest the Taxpayer Agreement
with such changes and revisions thereto as they deem necessary or appropriate, upon advice of
counsel, to. consummate the transactions contemplated thereby.and such execution and.artestation
shall be conclusive evidence of their approval of such changes and revisions. The Taxpayer
Agreement in the form executed shall constitute the valid and binding obligation of the Commission,
acting in.the name of the City, the full performance and. satisfaction of which by the Commission
is hereby authorized and directed.
SECTION 8. OFFERING MEMORANDUM AND CONTINUTNG DISCLOSURE.
(A) The distribution of an offering memorandum prepared for and on behalf of the
Commission, is hereby authorized and approved and the President of the Commission or the Mavor
is authorized and directed to execute the final Offering Memorandum on behalf of the Commission
in a form consistent with this Resolution and the Purchase Agreement. If necessary, the President
of the Commission or the Mayor is hereby authorized to designate the placement memorandum as
,,nearly final' for purposes of Rule 15c2-12, as amended and as adopted by the Securities and
Exchange Commission ("Rule l 5c2-12").
(B) If the Notes or 1998 Bonds are subject to Rule I Sc2-12. then with respectto the Notes
or 1998 Bonds, respectively, the President or Vice President of the Commission or-the Mavor are
hereby authorized.to.execute and deliver a continuing disclosure undertaking agreement upon
delivery of the Notes or the 1998 Bonds, respectively ("Continuing Disclosure Agreement"). If the
1998 Bonds are subject to Rule 15c2-12. the President or Vice-President of the Commission or the
Mayor are hereby authorized and directed to obtain a continuing disclosure undertaking agreement
from the Taxpayer. Notwithstanding any other provisions of this Resolution, failure of the City to
comply with the Continuing Disclosure Agreement shall not be considered an event of default
hereunder.
SECTION 9. EXECUTION OF THE MOTES AND THE 1998 BONDS. The Mavor is
hereby authorized and directed to execute the Notes (i f issued) and the 1998 Bonds with his manual
232148.7 -24-
or facsimile signature and the.Clerk-Treasurer is hereby directed to have the Notes and the 1998 f
Bonds prepared. attest the Notes and the 1998 Bonds with.her manual or facsimile signature, and
cause the seal of the City to.be impressed.or.a facsimile thereof to be printed on the Notes and the
.1998_ Bonds, all in the form and manner-herein! provided.If any officers whose signature or
facsimile signature shall appear,on. the Notes or the Bonds shall cease to be such officer before the
delivery of the.Notes and-the Bonds such signature.shall nevertheless be used and sufficient for all
purposes the same as if such officer.had remained in otfice.until the date of delivery of the Notes or
the Bonds even though such officer may. not have been so authorized or have held such office. Upon
the consummation of the sale of the Notes (if issued), the Clerk-Treasurer shall receive from the
Note Purchaser the amount to be: paid for.. the. Notes and. deliver the Notes to the Note Purchaser.
.. Upon consummation of the sale of.the. 1998 Bonds, the Trustee shall receive from the Purchaser the
amount to be paid for the,1998 Bonds and deliver the 1998 Bonds to the Purchaser.
SECTION 10... REDEVELOPMENT DISTRICT CAPITAL FUND.
(A) The Redevelopment District Capital Fund is established pursuant to IC 36-7-14-26.
Proceeds of the Notes and the 1,998 Bonds deposited in the Capital Fund shall be deposited in a
separate account of the Commission, acting in the name of the City, and kept separate and apart from
all other funds of the City, the Commission and the District and may be invested only in Qualified
Investments as permitted by law. The Trustee shall administer the moneys in the Capital Fund in
accordance with this Resolution. The proceeds in the Capital Fund and investment earnings on
amounts in the Capital Fund shall be:expended only to pay-the Costs of the Projects and Debt
Service on the 1998 Bonds. Upon issuance of the 1998 Bonds; the Notes, if issued, shall be called
for redemption as provided in Section 3 and proceeds of the 1998 Bonds in the Capital Fund shall
be immediately set aside and used for the repayment of the principal of and interest on the Notes.
The remaining proceeds of the Notes and the 1998 Bonds shall be applied to pay remaining Costs
of the Projects.
(B) Before the eleventh day of each calendar month, the Trustee shall notify the
Commission of the amount in the Capital Fund at the close of business on the last day of the
preceding month.
(C) The Trustee shall disburse from the Capital Fund the amount required for the payment
of the remaining Costs of the Projects upon the receipt of duly authorized claims filed in accordance
with Indiana law and approved by the Commission.
(D) If. after paymentof all claims tendered under the provisionsof this Section. anv funds
shall remain in the Capital Fund, the Trustee shall transfer all moneys then in the Capital Fund
(except moneys reserved to pay any disputed or unpaid claims); as directed by the Commission, to
the Bond Principal and Interest Account to pay principal and interest on the Notes. Debt Service on
the 1998 Bonds or. as directed by the Commission, for the same purpose or type of project for which
the 1998 Bonds were issued. in accordance with IC 5-1-13. as amended from time to time.
:;2148.3 -25-
SECTION 11. FLOW OF FUNDS.
(A) Creation of Funds and Accounts,
(1) There is hereby created in the Allocation Fund the following accounts: (i) a
Bond Principal and Interest Account (consisting of a Capitalized Interest Subaccount, a Tax
Increment Subaccount and a Taxpayer Payment Subaccouni);. (ii) a Debt Service Reserve
_ Account; and (iii) a General Account (consisting of a Supplemental Reserve Subaccount- a
Taxpayer Payment Reserve Subaccount and an Improvement Subaccount). The Allocation
Fund and the accounts created thereunder shall be held by the Trustee. All Tax Increment
shall immediately upon receipt by the City, be deposited with the Trustee and set aside in the
following accounts, in the following order of priority:
(a) Bond Principal and Interest Account;
(b) Debt Service Reserve Account; and
(c) General Account.
Tax Increment shall be held in trust and pledged for the benefit of the Owners of the Bonds
shall be applied, used and withdrawn only for the purposes authorized in this Section 11.
( (2) All Taxpayer Payments shall immediately upon receipt by the Trustee be
deposited in the following accounts in the following order of priority:
(a) Taxpayer Payment Subaccount;
(b) Debt Service Reserve Account; and
(c) Taxpayer Payment Reserve Subaccount.
Taxpayer Payments shall be held in trust and pledged for the benefit of the Owners of the
1998 Bonds and shall be applied. used and withdrawn only for the purposes authorized in
this Section. 11.
(3) The Tax Increment. Taxpayer Payments and amounts in the Allocation Fund
shall be invested in Qualified Investments at the direction of the Clerk-Treasurer. Interest
earned in each fund or account shall be credited to such fund or account. Funds in the
Supplemental Reserve Subaccount and the Taxpayer Payment Reserve Subaccount shall be
invested in Qualified Investments at a vield not in excess of the yield on the 1998 Bonds.
232118.3 -26-
(B) Bond Principal and Interest Account. ,
t
(1) Capitalized Interest Subaccount. Proceeds of the 1998 Bonds deposited in
the Capitalized Interest Subaccount of the.-Bond.- Principal an d Interest Account. and
.-... investment earnings on such proceeds, shall be used only to pay interest on the 1998 Bonds
beginning on the August 1, 1998 and on each August 1 and February 1 thereafter until the
Capitalized Interest Subaccount is depleted. Interest on the 1998 Bonds shall be paid first
from amounts in the Capitalized Interest Subaccount, before using funds on deposit in the
Tax IncremenrSubaccount, the Taxpayer Payment Subaccount; the. Debt Service Reserve
Account or the General Account.
(2) Tax Increment Subaccount. There shall immediately be set aside from the
Allocation Fund an
d deposited into the Tax Increment Subaccount of the Bond Principal and
Interest Account, upon receipt of Tax Increment.by the City, an amount of money which.
after taking into account moneys already in the Capitalized Interest Subaccount, is equal to
the Debt Service on the Bonds due and payable on the immediately succeeding February 1
and August 1 until the amount on deposit in the Bond Principal and Interest Account is
sufficient to pay Debt Service payable through the next February 1. If Tax Increment is not
sufficient to pay Debt Service payable through the next February 1, Taxpayer Payments in
an amount sufficient to make up the shortfall allocable to the 1998 Bonds shall be deposited
in the Taxpayer Payment Subaccount of the Bond Principal and Interest Account as provided
below. No deposit need be made to the Tax Increment Subaccount to the extent that the 1 '
available amount in the Bond Principal and Interest Account is at least equal to the amount
of Debt Service becoming due and payable on all outstanding Bonds through the next
February 1. All money in the Tax Increment Subaccount shall be used and withdrawn solely
for the purpose of paying Debt Service as it shall become due and payable (including accrued
interest on any Bonds purchased or redeemed prior to maturity).
(3) Taxpayer Payment Subaccount. If on any January 2 or July 1, the Tax
Increment collected in the Allocation Area on or about the immediately preceding
December 31 or June 30, respectively, is less than the.Minimum Tax Increment for that date.
the Trustee is hereby directed to implement the procedures in the Taxpayer Agreement for
collecting the Taxpayer Payments from the Taxpayer to be applied toward the 1998 Bonds.
All Taxpayer Payments so collected shall immediately be deposited in the Taxpayer Payment
Subaccount and shall be used to pay the principal of and interest due on the 1998 Bonds on
the immediately succeeding February I or August 1. Taxpayer Payments shall be deposited
in the Taxpayer Payment Subaccount until the balance, together with funds in the Tax
Increment Subaccount, is sufficient to pay Debt Service.due on the 1998 Bonds through the
next February 1. Any excess amount shall be transferred to the Debt Service Reserve
Account. if necessary, and then to the Taxpayer Payment Reserve Subaccount of the General
Account.
232118.3 -27-
i
(C) Debt Service Reserve-account. After making the deposits to the Tax Increment
Subaccount described in (13)(2) and the Taxpayer PavmentSubaccountas described in (B)(3), the
Trustee shall deposit Tax Increment and-Taxpayer Payments: respectively,.in the-Debt Service
Reserve Accountamtil the balance equals the Debt Service Reserve Requirement_Jf the balance-in
the Debt Service, Reserve Account is ever less than the Debt:Ser.vice Reserve-Requirement, all Tax
Incrementand Taxpayer Payments not required for the-Bond Principal-and Interest Account shall
be deposited in the Debt Service Reserve Account until-the balance equals the Debt Service Reserve
Requirement. Moneys. deposited and maintained in;the.Debt. Service: Reserve-AccounrshalI.be
applied to,the.payment ofthe principal of and- interest-on the 1998 Borids to the extent that amounts
in the Bond Principal and Interest Account and the General. Account.are insufficient to pay Debt
Service when due and payable. If moneys in the Debt Service-Reserve Account are transferred to
the Bond- Principal -and Interest Account to pay Debt Service-on the 1.99&88 ads,--the dep}eori-ef -
the balance7in:the Debt. Service: Reserve Account shall be. made up from any moneys in--the General
• - Account (as provided,in(D)) and from the next available -Tax Increment-and Taxpayer Payments
aftenthe required deposits to the Tax Increment Subaccount and the Taxpayer Payment Subaccount,
respectively, of the Bond Principal and Interest Account are made. Any moneys in the Debt Service
Reserve Account in excess of the Debt Service Reserve Requirement (including investment
earnings) shall be deposited in the Tax Increment Subaccount and applied as set forth in (B)(2) of
this Section.
The Commission, upon.the advice of its financial advisor, hereby finds that funding the Debt
•1 Service Reserve Account is reasonably required and that the Debt Service Reserve Requirement is
no larger than-necessary to market the 1998 Bonds. The Commission further finds that the Debt
Service Reserve Requirement is directly related to the Projects because the 1998 Bonds could not
be issued to fund the Projects without the Debt Service Reserve Account.
The debt service reserve requirement, if any, for any Parity Obligations shall be set forth in
the resolution authorizing the Parity Obligations.
. (D) General Account. (1) After making the deposits described in (A), (B) and (C), the
Trustee shall deposit any remaining Tax Increment in the Supplemental Reserve Subaccount of the
General Account of the Allocation Fund until the-balance in this Subaccount together with the
balance in the Taxpayer Payment. Reserve Subaccount. equals the Supplemental Reserve
Requirement.. After making the deposit described in the preceding sentence, subject to (D) (4)
below,. the Trustee shall deposit any remaining. Tax Increment in-the Improvement Subaccount to
be applied in the following order of priority:
(a) to pay Debt Service due on the 1998 Bonds.
(b) to fund or replenish the Debt Service Resen•e Account or the
Supplemental Reserve Account:
:32148.3
-? s-
(c) at the option of the Commission. to redeem or purchase the 1998
Bonds prior to maturity; or
.... , (d) to pay.debt-service due on any subordinate-. obligations;
. (e) at the option of the Commission to pay, or reimburse the City for, the
costs ofacquiring or constructing additional local public improvements in the Area;
(f). for any other purposes permitted by the Act, including distributions
to the taxing units as provided under the Act.
.(2) After making the deposits- described in (B)(3) and (C), the Trustee shall
. •- deposit any<remaining Taxpayer Payments in the Taxpayer Payment Reserve.Subaccount of
the General.Account until the balance in this Subaccount, together with the balance in the
Supplemental Reserve Subaccount,,equals the Supplemental Reserve Requirement. Upon
• retirement of all of the 1998 .Bonds, .any balance in the Taxpayer Payment Reserve
Subaccount shall be returned to the Taxpayer.
(3) Monies deposited and maintained in the Supplemental Reserve Subaccount
and the Taxpayer Payment Reserve Subaccount shall be applied on a pro rata basis (based
on their. respective subaccount balances) in the following order of priority:
(a) to pay Debt Service on the 1998 Bonds to the extent that amounts in
the Bond Principal and Interest Account and the Improvement Subaccount are
insufficient to pay Debt Service when due and payable; and
(b) to fund or replenish the Debt Service Reserve Account (after the
Improvement Subaccount is depleted).
(4) If the collective balance in the Supplemental Reserve Subaccount and the
Taxpayer Payment Reserve Subaccountexceeds the Supplemental Reserve Requirement, the
Commission shall direct the Trustee to use any excess to redeem a portion of the 1998 Bonds
as provided in Section 3(C) (1) solely from funds in the Supplemental Reserve Subaccount
or to return funds in the Taxpayer Payment Reserve Subaccount to the Taxpayer. On
February 1. 2009 after the Supplemental Reserve Requirement is reduced on January 1,
2009, the Trustee shall without further direction. redeem 1998 Bonds at face value plus
interest accrued to the redemption date in an amount equal to (within authorized
denominations) the excess amount above the reduced Supplemental Reserve Requirement
to the extent that funds for such redemption are available in the Supplemental Reserve
Subaccount.
(5) The Commission. upon the advice of its financial advisor and the Purchaser.
hereby finds that the funding of the Supplemental Reserve Subaccount and the Taxpayer
:32148.3 _N_
C
1
Payment Reserve-Subaccount is no larger than necessary to market the 1998 Bonds. The
Commission further finds that the Supplemental ReserveRequiremenris directly related to
the Projects because the 1998 Bonds could not-be-issued to.fund: the Projects _without the
Supplemental Reserve:Requirement.. . .
(E) No Prior Liens: The Commission, acting in the name:of the City, represents and
• _ warrants that, there are.no prior liens, encumbrances or otherrestrictions?on:the.Tax Increment,the
Taxpayer Payments or on.the.City's ability to pledge-the Tax Increment or:the Taxpayer.. Payments
for the benefit of the Owners of the 1998 Bonds.
SECTION 12. ISSUANCE OF ADDITIONAL BONDS.
(A) Parity Notes, The Commission: reserves the righrto authorize,and;issue.Notes:on•a.
parity with the Notes for the purpose of raising money to complete the Projects, to refund the Notes
or for any other purposes permitted by the Act. Except as provided in this Resolution, the terms and
conditions of any parity notes shall be set forth in the resolution authorizing the issuance of such
parity notes.
(B) Pa_r;ty Obligation. The Commission reserves the right to authorize and issue Parity.
Obligations of the Commission, acting in the name of the City,, payable from Tax Increment for the
,_. purpose of raising money for future local public improvements or economic development projects
in the Allocation Area or to refund the Bonds or other Parity Obligations. If any Parity Obligations
-A are issued pursuant to this Section 12, the term "Bonds" in this Bond Resolution shall, unless the
context otherwise requires, be deemed to refer to the 1998 Bonds and such Parity Obligations. The
authorization and issuance of such Parity Obligations, which shall be payable from Tax increment.
shall be subject to the following conditions precedent:
(1) All principal and interest payments with respect to all obligations payable
from Tax Increment shall be current to date in accordance with the terms thereof. with no
payment in arrears.
(2) For Parity Obligations payable from Tax Increment without a special benefits
tax levy under IC 36-7-11-27 or a pledge of local income taxes, the Commission and the
Trustee shall have received a certificate prepared by an independent. qualified accountant or
feasibility consultant (the "Certifier") certifying the amount of the Tax Increment estimated
to be received in each succeeding year. adjusted as provided below, which estimated amount
shall be at least equal to one hundred fifty percent (150%) of the lease rental and debt service
requirements with respect to the outstanding Bonds and the proposed Parity Obligations, for
each year durine the term of the outstanding Bonds. In estimating the Tax Increment to be
received in any future year. the Certifier shall base the calculation on assessed valuation
actually assessed or estimated to be assessed as of the assessment date immediately
preceding the issuance of the Parity Obligations. provided. however: the Certifier shall adjust
such assessed values for the current and future reductions of real property tax abatements
2:2148.3 -30-
granted to property owners in the Allocation Area. If the Parity Obligations are also payable
from a special benefits tax under IC 36-7-1-27 or an income tax; the test in this paragraph
(2) does not need to be met.
(3) Principal on any Parity Obligations shall be payable annually on February 1,
interest on.any Parity Obligations shall be payable semiannually.on February I and August 1
and lease rentals on Parity Obligations which are leases shall be payable semi-annually in
approximately equal installments on February 1 and August 1. ;
Except as provided in this Resolution, the terns and conditions of any Parity Obligations
shall be set forth in the resolution authorizing the issuance of such Parity Obligations. The Taxpayer
Payments shall be calculated, as provided in the Taxpayer Agreement; as if the Parity Obligations
.. had.not been issued.
(C) Subordinate Obligations. The Commission, acting in the name of the City, may issue
bonds or other obligations or enter into leases which are junior and subordinate to the Bonds. The
tetras and conditions of such subordinate obligations will be set forth in a resolution adopted by the
Commission. Principal of and interest on any subordinate obligations and lease rentals shall be
payable out of Tax Increment as set forth in Section 1.1 on the dates set forth in Section 12(B)(3).
SECTION 13. TAX COVENANTS. (A) In order to preserve the exclusion from gross
income of interest on the Notes and the 1998 Bonds under the. Code and as an inducement to the
Note Purchaser and the Purchaser, the Commission represents, covenants and agrees that:
(1) The Projects will be available for use by members of the general public. Use
by a member of the general public means use by natural persons not engaged in a trade or
business. No person or entity, other than the Commission. the City or another state or local
governmental unit, will use more than 10% of the proceeds of the Notes or the 1998 Bonds
or property financed by proceeds of the Notes or the 1998 Bonds other than as a member of
the general public. The Projects consist of the construction of certain road and drainage
improvements and traffic signals in or. serving the Area and will be available for general
public use. No person or entity, other than the Commission. the City or another state or local
governmental unit, will own property financed by Note or 1998 Bond proceeds or will have
actual or beneficial use of such property pursuant to a lease. a management or incentive
payment contract. an arrangement such as a take-or-pay or output contract or any other type
of arrangement that conveys other special legal entitlements and differentiates that person's
or entity's use of such property from the use by the general public, unless such uses in the
aggregate relate to no more than 10% of the proceeds of the Notes or the 1998 Bonds. If the
City or the Commission enters into a management contract for the Projects. the terms of the
contract will comply with IRS Revenue Procedure 97-13, as it may be amended.
supplemented or superseded for time to time. so that the contract will not give rise to private
business use under the Code and the Regulations. unless such use in aggregate relates to no
more than 10% of the proceeds of the Notes or the 1998 Bonds.
-31-
(?) No more.than 5% of the.:Note or-1998' Bond'.proceedswill be.loaned to any
_ entity.or.person. No more?than 51K,of the Note: or 1998`Bond...proceeds-will:be transferred,
directly.or..indirecdy,or deemed,u=ferred to any-person or--entity other. thamanother-state
-„ or local-govemmental unit iwariy manner. that woitid:in substance_constitute.a:l-oan:of the
Note..or 1.998Bond proceeds.
(3) No-more tban.a%ofthe.proceeds ofthe.1998sBbnds.will_.be artributable to
private business use as... described: in- paragraph, .(1-) .attributable- to unrelated. or.
disproportionate private business use. For this purpose, the private° business use test is
applied by taking;into account only use that is notrelated to any governmentuse of proceeds
of the:issue(Unrelated Use) and use that is related, but disproportionatetoany-govet?tal
use.of:those-proceeds.(Disproportionate:Use). - - .• -
(4) The.Commission -reasonably expects that the, Notes or 1.998•Bonds will-not
- meet either the private business, use test described in paragraph J) or the private loan test
described in paragraph (Z) above during the entire term of the Notes and the 1998 Bonds.
(5) The Commission and-the.City"will not take any action or. fail to take any
action with respect to the Notes or the 1998 Bonds that wouId result in the loss of the
exclusion from gross income for-federal tax purposes of-interest, on the, Notes or the 1998
Bonds under Section 103 of the Code, nor- will' it act in any other-manner which would
adversely affect such exclusion; •and the Commission and the City will not make, any
- investment or do any other act or thing during; theperiod tharNotes`or "the 1998 Bonds are
outstanding which would cause any of Motes or the 1998 Bonds, respectively, to be
"arbitrage bonds" within the.meaning;of Section 148-of the Code. The,Commission and the
City covenant attdagree not to enter ihto.any,contracts or arrangemenfs which would cause
the Notes or the 1998 Bonds to be treated a_s,privateactivity bonds under Section 141 of the
Code.
(b) Neither the'Notes or the,1998 Bonds are private. activity bonds as defined in
Section 141 ofthe.Code:
(7) Neither the Notes or the 1998 Bonds are federally?guaranteed,under Section
149(b) of the Code.
(8) The covenants !in-this Section 13 are,based solely on current law in effect and
in existence on the date of issuance of the Notes•or-,the 1998 Bonds. It shall not be an,eyent
of default under this Resolution if interest on t} a Notes or the 1998 Bonds is not excludable
from gross income pursuant to any provision of the Code which is not.in existence and in
effect on,the.issue dare ofsuch.Notes or such 1998 Bonds.
(9) All officers, members. employees and agents of the Commission and the`Cirv
-are authorized and directed to. provide: certifications of facts and estimates that are material
to the reasonable expecmuonsof the, Commission as,of the date the Notes or the 1998 Bonds
- are issued, and to enter into covenants;evidencing-the Commissiorfs commitments made in
this Resolution. In particular, all or. any officers of the Commission and the City are
authorized to certify and enter into covenants for the-Commission regarding the facts and
circumstances and reasonable expectations of the Commission on the, date the Notes or the
1998 Bonds are issued and the commitments made by.the Commission regarding the amount
and-use of the:ptoceeds of the 1998 Bonds.
(B) Notwithstanding any. other provisions of this. Resolution, the covenants and
authorizations contained in,this Resolution ("Tax Sections" )•%vhich are designed to preserve the
r., exclusion of interest on the:Notes-and the 19.98-Bonds,from-gross income for federal tax purposes
("Tax Exemption") need not be complied with if the Commission receives an opinion of nationally
recognized bond counsel satisfactory. to the Commission that any Tax-Section is unnecessary to
preserve the Tax Exemption.
(C) Any Parity Obligations will be subject to the tax covenants set forth in the resolution
authorizing the issuance of such Parity Obligations.
SECTION 14. CONTRACTUAL NATURE OF THIS RESOLUTION.
(A) The provisions of this Resolution shall constitute a contract by and between the
Commission, acting in the name of the City, and the owners of the Notes and the Owners of the 1998
Bonds.. Afterthe issuance of the 1998 Bonds, this Resolution, and the definition of, or the manner
of determining, allocating or collecting the Tax Increment or the lien created by this Resolution,
shall not be repealed. amended or impaired in any respect which will adversely affect the rights of
Owners of the..Bonds. (except as specifically permitted in Sections 16 and 17), nor shall the
Commission adopt any law, ordinance or resolution which in any way adversely affects the rights
of such Owners so long as any of the Bonds remains unpaid.
(B) (1) The Commission, acting in the name of the City, covenants not to impair the
pledge of the Tax Increment and Taxpayer Payments to the payment of the 1998 Bonds so long-as
any of the 1998 Bonds are. outstanding, or to impair any other pledge or covenant under this
Resolution during that peri od.
(?) The Commission further covenants not to change, alter or diminish the Area
in any wav that would adversely affect the Owners of the 1998 Bonds so long as any of the
1998 Bonds remain outstanding or to dram any tax abatements on property in the-Allocation
Area on any property used in the projections of Tax Increment prepared at the time of the
issuance of the 1998 Bonds other than tax abatements shown in those projections.
333? I JR:3 ?» ^
SECTION 15. DEFEASANCE OF THE BONDS.
(A) if, when the Bonds or a portion thereof shall.-have become due:andrpayable in
.: accordance with their terms or shall, have been duly called`for redemption or irrevocabieriisstrttctions
to call the Bonds or a ,portion thereof for redemption shall have been given, -andithe,-who le.amotint ofthe Debt Service so d'ue.and payable-,upon the Bonds or aportion thereof then outstanding shall
be paid or (i) sufficient moneys; or (ii) noncallable; direct obligations of,,or obligations the principal.
ofand:interest on-which,are unconditionally guaranteed..bv, the United,States-of America, the-
_ pri ncipal of and the interest on which when due will provide sufficientmoneys -for:suph+purpose; or
_ (iii) obligations of any state ofthe United'States of America or any p o I itical subdivision thereof, the
full payment of principal of, and interest on which (a) are unconditionally guaranteed or insured by
the,United,States of America, or (b) are provided for by an irrevocable deposit of securitiesd'ribed
in ciause,(ii) and are,not subject to call or redemption by, the issuer:thereof prior to maturity orfor
which,irrevocabic.instructions?to redeem.have been given, shall, be held in truscfor such purpose;
and provision shall also'h'ave been made for paying all fees and expenses in connection with the
redemption, then and in that case the',Bonds or such portion thereof shall no longer be deemed.
outstanding or an indebtedness of the Commission, acting in the.name of the.City. If no principal
of or, interest on the Bonds or any subordinate obligations 'is outstanding, any remaining fund
(including,Tax Increment) shall be used as provided in IC-')64-14-34 or any'successor, provision.
(B) No deposit under this Sectioh.shall`-be:made or accepted under this-Section-and no
use made of any such deposit unless; the Cornniission shall, have received a verificatia"from an
accountant or firm of accountants appointed. by the Clerk-Treasurer and acceptable to the.
Commission verifyingthe,sufficiencyof the depositto pay the principal of the Bbndsto the due date,,
whether such due date be by reason:of'maturiry or upon redemption.
SECTION 16. AMENDING`SUPPLEMENTAL'RESOLUTION. The Commission may,
without the consent of. or notice to, the owners of the Notes or the Owners of the Bonds, adopt a
supplementaltresolutionforanv.one or more of the following,purposes:
(A) To cure any amb'iguiry or formal defector omission in this Resolution;
(B) To, grant to or confer upon the owners of the Notes or the Owners of the Bonds any
additional benefits, security, rights, remedies. powefs onauthoriiies that,may lawfully be granted to
or conferred upon the owners of?the Notes or the Owners of the Bond's, respectively;
(C) To modify, amend or supplement this.Resolution-to permit the qualification of the
Notes or the Bonds for sale under the securities Uwsiof the,Uhited States,of America or of any of
the states of the United States-of America or'the qualification of:this Resolution under the Trust
Indenture Act of 1939. as amended, or anv similar federal statute hereafter in effect if such
modification: amendment or supplement will notha%-e a.materialadverse effect on the owners of the
Notes or the Owners ofthe Bonds:
?S? 1 a8,; -? ?r
(D) To provide for the refunding or advance refunding of all or a portion of the Notes or
the Bonds;
(E) - To amend the Resolution to permit the Commission,. acting in.the name of the City,
to comply with any future federal tax law or any covenants contained in any supplemental resolution
with respect to compliancewith future federal tax law;
(F) To provide for the issuance, of parity Notes, Parity Obligations or subordinate
obligations;
(G) To subject to the Bond Resolution additional revenues, security, properties or
collateral; and
(I) To amend the Resolution for any other purpose which in the judgment of the
Commission does not adversely affect the interests of the owners of the Notes or the Owners of the
Bonds in any material way.
SECTION 17. CONSENT TO SUPPLEMENTAL RESOLUTIONS:
(A) The owners of the Notes or the Owners of not less than fifty-one percent (5i%) in
aggregate principal amount of the Bonds then outstanding shall have the, right, from time to time,
anything contained in the Reselutionto the contrary notwithstanding, to consent to and approve_the
adoption by the Commission of such supplemental resolutions as shall be deemed necessary and
desirable by the Commission for the purpose of modifying, altering, amending, adding;to or
rescinding„ in any. particular, any of the terms or provisions contained-in this Resolution or in any
supplemental resolution otherahan•those provisions covered by Section 16; provided however, that
nothing in this Section contained shall permit, or be construed as permitting, without the consent of
the Owners of all the then outstanding Bonds affected, (a) an extension of the maturity of the
principal of and interest on any Bonds payable from Tax Increment, or (b) a reduction in the
principal amount of any Bond or change in the rate of interest or (c) a privilege or priority of any
.Bond or Bonds over any other Bond or Bonds, or (d) a reduction in.the aggregate principal amount
of the Bonds required for consent to such supplemental resolution, or (e) a change in the•provisions
regarding the collection, deposit. and allocation of Tax Increment asset forth in IC 36-7-14-39, as
in-effect on the date of the issuance ofeach series of the 1998 Bonds and in the Bond Resolution or
in`the lien on the Tax Increment and Taxpayer Payments. or (f) the creation of any lien securing any
Bonds other than a lien ratably: securing all of the Bonds at anytime outstanding hereunder. or (g)
a change in the method of accrual, of interest, on any Bonds. or (h) a,reduction.in the Debt Service
Reserve -Requirement or the Supplemental Reserve Requirement.
(B) If at any time.the•Commissiondesires to adopt.asupplemental resolution for anv of
.the purposes permitted inthis Section. the Commission shall cause notice of the proposed adoption
of such supplemental resolution to be mailed by registered orcertified'maH to each owner of the
Notes or Owners of the Bonds at the address shown on the registration books maintained by the
1a; -3S-
Registrar. Such "notice shall'briefly"set forth the nature:o f the proposed supplemental resolution and
shall state that copies of it.are on file at its office for:'inspecnon-byall owners'of the.-Notes or the
Owners of the Bonds. If, within 60 days; or such longer periodas.shait,be prescribed-by-the__
Commission :foilowing the-mailingof such notice, the owners of;theVotes: and`the Owners:of:not--
'less than fifty-one,percent (51 %) in aggregate principai;amount ofthe Bonds:outstanding at the tirne
of the execution of any such supplemental. resolution shall have aconsented- to and- approved the
execution of such supplementalresolution, no'noteowner or.sdbsequentQvmersof the.Bondsshall
r have.any right; to object to any of the terms and provisions contained therein;-or.the; operation
thereof. or in any manner.•to question the propriety of the adoption thereof or to enjoin or restrain
the Commission-from adopting the same or from taking any action pursuant to the provisions
thereof. Upon the adoption of any such supplemental resolution asas permitted and provided by this
Section, this Resolution shall be and be deemed to be modified' and amended in accordance
therewith.
(C) Any consent„ request, direction, approval, objection or other'instrument required-by
this Resolution to be signed and executed by the owners of the Notes or the Owners of the Bonds;
maybe in any number or concurrentwritings of similar, tenor and may be.signed or executed by the
owners of the Notes or the Owners of the bonds, respectively in person or by agent appointed iii
writing. Proof of the execution of any such consent :request, direction; approval,. objection or other
instrument or of the writing appointing any such agent and of the ownership of Notes or-the Bonds,
if made in the following manner; shall be sufficient for any of the purposes of this Resolution, and
shall be conclusive in favor of the City with regard to any actiontaken .by it or them under such-,
requestor'other instrument, namely:
(I) The factand date of the execution by any person of any such writirig.may be
proved (a) by ihecertificateof any officer is any urisdiction who by law has power' to take
acknowledgments within such, jurisdiction that the person signing such writing
acknowledged before him the execution thereof, or (by by an affidavit of any witness to.such
execution.
(?) The fact of o%knershipof the Notes and-the Bonds or the amountor amounts.
numbers and.other identification of the dotes orthe Bonds. and the date of hoidingthe same
shall be,proved by the, registration "=. books niaintained.by the Registrar,
SECTION 18. EVENTS OF DEFAULT
(A) If any of the following events_ occur; it -is hereby defined' as and declared to be and
to constitu e'an "Event of Default":
(1') Default in the due and punctual paymento Zany interest'on anv Note or Bond:
or
:3-48.3 6-
(2) Default in the due and punctual payment of the principal of any Note orBond
at its stated maturity or mandatory redemption date.
(B) (1). Upon the. occurrence of-an Event of Default, the Trustee. shall notify the
owners of the Notes or the Owners of all Bonds, as the case may be, then outstanding of such Event
of Default by registered or certified mail, and will have the following rights and remedies:
. (a) The Trustee may pursue arty-available remedy at law or in equity or
by statute to enforce the payment.of the principal.of and interest on the Notes or the
Bonds then-outstanding, including enforcement of the Taxpayer Agreement.
(b) Upon the filing of a suit or other commencement of judicial
proceedings -tozenforce •any-rights of thea:Trustee-and of the.owners under this
Resolution, the Trustee will be entitled, as amatter of right, to the appointment of a
receiver or receiversof the Trust Estate and of the revenues, issues, earnings, income,
products and profits thereof, pending such proceedings, with such powers as the court
making such appointment shall confer.
(c) If the Trustee certifies that there is sufficientmoney on deposit in the
funds and accounts under this Resolution to pay Debt Service on all the Notes or the
outstanding Bonds, the Trustee may declare the principal of andaccrued interest on.
all Notes or Bonds, respectively, to be due and payable immediately in accordance
with this Resolution.
(d) The Trustee may use any money in the Capital Fund or the Allocation
Fund to pay debt service on the Notes or Debt Service if there is an Event of Default
(2) No right or remedy by the terms of this Resolution conferred upon or reserved
to the Trustee or to the owners of the Notes or the owners is intended to be exclusive of any
other right or remedy, but each and every such right or remedy shall, be cumulative and shall
be in addition to any other right or remedy given to the Trustee, the owners-of the Notes or
to the Owners hereunder or now or hereafter existing at law, or, in equity or by statute. The
assertion or employment of any right or remedy shall not prevent the concurrent or
subsequent assertion or employment of any other,right or remedy.
(3) No delay or omission to exercise, any right or remedy accruing upon anv
Event of Default shall impair any such right or remedy or shall be construed to be a waiver
of any such Event of Default or acquiescence therein, and every such right or remedy may
be exercised from time to time and as often as may be deemed expedient.
(4) No waiver of any Event of Default. whether by the Trustee. the owners of the
Notes or by the owners. shall extend to or shall affect anv subsequent Event of Default or
shall impair any rights or remedies consequent thereon.
?zias.r
r'
(C) Anything in this Resolution to the contrary notwithstanding, the owners of a majority
in aggregate principal amount of outstanding Notes and the Owners of a. majority in aggregate.
principal amount of the outstanding Bonds shall have the righLat•any.time dining the continuance
of an Event of Default, by an instrument or instruments in writing executed and delivere -to the
Trustee, to direct the time, method and place of conducting all proceedings to betaken in connection
,• • with the enforcement of the terms and conditions of this Resolution, or for -the:appointment. of a
•- receiver or any other proceedings' hereunder, provided that such direction shall not be otherwise than
in accordance. with the provisions of law and of this Resolution. -- - -
(D) (1) All money received hereunder pursuant to any right or remedy given or action
taken upon occurrence of an Event of Default under this Resolution shall, after payment of the costs
and expenses of the proceedings resulting in the-collection of such -money and of the expenses-,
liabilities and advances incurred or made hereunder, be deposited in the Bond Principal and Interest
Account and all such money shall be applied to the Notes or the Bonds, as the case may be, as
follows:
FIB, to the payment to the persons entitled thereto of all installments of
interest then due on the Notes or the Bonds, including interest on any past due
principal of any Note or Bond at the rate bome by such Note or Bond, in the order
of the maturity of the installments of such interest and, if the amount available shall
( not be sufficient to pay in full any particular installment, then to such payment
ratably, according to the amounts due on such installments, to the persons entitled
thereto without any discrimination or privilege;
SECOND, to the payment to the persons entitled thereto of the unpaid
principal of anv of the Notes or the Bonds which shall have become due at maturity,
in the order of their due dates, and. if the amount available shall not be sufficient to
pay in full the principal of the Notes Or the Bonds due on any particulardate, together
with such interest. then to such payment ratably, according to the amount of principal
due on such date, to the persons entitled thereto without any discrimination or
privilege; and
IMRD, to be held for the payment to the persons entitled thereto as the same
shall become due of the principal of and interest on the Notes or the Bonds which
may thereafter become due at maturiy and, if the amount available shall not be
sufficient to pay in full the principal of and interest on the Notes or the Bonds due on
any particular date: such payment shall be made ratably according to the amount of
principal and interest due on such date to the persons entitled thereto without any
discrimination or privilege.
(Z) Whenever money is to be applied pursuant to the provisions of this
subsection. such money shall be applied at such times, and from time to time. as the Trustee
272149.3 _38-
shall determine. having due regard for the amount of such money available for application
and the likelihood of additional money becoming available for such application in the future.
Whenever the Trustee shall apply.such funds,. it shall fix the date upon which such
application is to be made and upon such-date interest on the-amounts of principal to be paid
on such dates shall cease to accrue. The Trustee-shall establisha special record date for such
payments and shall mail, at least 15 days prior to such special record date, such notice as it
may deem appropriateof the deposit with it of any such money and of the fixing of any such
date. The Trustee shall not be required to make payment of-principal to the owner of any
Note or the Owner of any Bond until such Note or Bond shall be presented to the Trustee for
appropriate endorsement or for cancellation if fully paid.
(3) Whenever all principal of and interest on. all Notes and all Bonds have been
paid under the provisions of this subsection and-all expenses and charges of the Trustee have
been paid, any balance remaining in the Bond Principal and Interest Account, the Debt
Service Reserve Account or the General Account shall be paid as provided in Section 11,
except that any funds remaining the Taxpayer Payment Subaccount or the Taxpayer Payment
Reserve Subaccount shall be returned to the Taxpayer.
(E) All rights of action (including the right to file proof of claims) under this Resolution
or under any of the Notes or the Bonds may be enforced by the Trustee without the possession of
any of the Notes or the Bonds or the production thereof in any trial or other proceeding related
thereto and any such suit or proceeding instituted by the Trustee shall be brought in its name as I:
Trustee without the necessity of joining as plaintiffs or defendants any owners of the Notes or
Owners of the Bonds, and any recovery ofjudgment shall be for the equal and ratable benefit of the
owners of all outstanding Notes or the Owners of all the outstanding Bonds, respectively.
(F) No owner of any Note or Owner of any Bond shall have any right to institute any suit.
action or proceeding at law or in equity for the enforcement of this Resolution or for the execution
of any trust hereof or for the appointment of a receiver or any other remedy hereunder unless such
owner previously shall have given to the Trustee written notice of an Event of Default as provided
above, and unless also the Note owner or owners or the Owner or Owners of a majority in principal
amount of the Notes or Bonds, respectively, then outstanding shall have made written request of the
Trustee after the right to exercise such powers, or right of action. as the case may be, shall have
accrued, and shall have afforded the Trustee a reasonable opportunity either to proceed to exercise
the powers granted in this Resolution, or to institute such action. suit, or proceeding in its name: and
unless, also, there shall have been offered to the Trustee security and indemnity satisfactory to it
against the costs, expenses and liabilities to be incurred therein or thereby; and the Trustee shall have
refused or neglected to comply with such request within a reasonable time. Such notification.
request and offer of indemnity are hereby declared in every such case, at the option of the Trustee.
to be conditions precedent to the execution of the powers and trusts of this Resolution or for any
other remedy hereunder: it is understood and intended that no one or more owners of the Notes or
Owners of the Bonds shall have any right in any manner whatever by its or their action to affect.
disturb or prejudice the security of this Resolution, or to enforce any right hereunder. except in the
231118.3 -39-
l; manner herein provided. and that all proceedings at law or in equity shall be instituted, had-and
maintained in the manner herein provided and for the equal benefit of all owners of the outstanding
Notes or all Owners of the outstanding Bonds, respectively.
Nothing in this Section contained shall, however, affect or impair the right of anv Owner,
which is absolute and unconditional, to enforce the payment of the principal of and redemption
premium, if any, and interest on its Notes or Bonds out of the Trust Estate, or the.obligation of the
Commission to pay the same, out of the Trust Estate or special funds and accounts, at the time and-
place expressed in the Notes or the Bonds.
(G) If the Trustee shall have proceeded to enforce any right under this Resolution by the
appointment of a receiver or otherwise, and such proceedings shall have been discontinued or
abandoned for any reason, or shall have been determined adversely, then and°in every such case the
City, the Commission, the District,. the Trustee and the owners shall be restored to their former
positions and rights hereunder, respectively, and with regard to the property subject to this
Resolution, and all rights, remedies and powers of the Trustee and the owners of Notes or Bonds
shall continue as if no such proceedings had been taken.
(I) The Trustee shall not waive (a) any Event of Default in the payment of the principal
of any outstanding Note or Bond at the date of maturity specified therein or (b) any Event of Default
in the payment when due of the interest on any outstanding Note or Bond unless prior to such waiver
all arrears of interest or all arrears of payments of principal when due, as the case may be, with
t interest on overdue principal at the rate bome by such Note or Bond, and all expenses of the Trustee
in connection with such Event of Default shall have been paid or provided for. In case of any such
waiver, or if any proceeding taken by the Trustee on account of any such Event of Default shall have
been discontinued or abandoned or determined adversely, then and in every such case the City, the
Commission. the District, the Trustee and the Owners shall be restored to their former positions and
rights hereunder. respectively, but no such waiver shall extend to any subsequent or other Event of
Default. or impair any rights consequent thereon.
SECTION 19. THE TRUSTEE
(A) The Trustee hereby accepts the trusts and duties imposed upon it by this Resolution.
upon and subject to the express terms and conditions set forth in this Resolution. Except during the
continuance of an Event of Default (i) the Trustee undertakes to perform only such duties as are
specifically set forth in this Resolution. and no implied covenants or obligations shall be read into
this Resolution against the Trustee: and (ii) in the absence of bad faith on its pan, the Trustee may
rely, as to the truth of the statements and correctness of the opinions expressed therein. upon the
certificates or opinions furnished to the Trustee and conforming to the requirements of this
Resolution: but in the case of any such certificates or opinions which by any provision of this
Resolution are specifically required to be furnished to the Trustee. the Trustee shall be under a duty
to examine them to determine whether or not they conform to the requirements of this Resolution.
If an Event of Default has occurred and is continuing, the Trustee shal l exercise the ri ghts and power
7321483 -40-
as vested in it by this Resolution and use the same degree of care and skill in their exercise, as a f
prudent person would exercise or use under the circumstances in the conduct of his or her own
affairs.
(1) The Trustee may execute any. of the trusts or powers hereof and perform any
of its duties by or through attomeys, agents, receivers or employees but shall be answerable
for the conduct of the same in accordance with the standard specified above, and shall be
entitled to advice of counsel concerning all matters.of trusts hereof and the duties hereunder,
and may -in all cases pay such reasonable compensation to all such attorneys, agents,
receivers and employees as may reasonably be employed in connection with the trusts
hereof. The Trustee may act upon the opinion or advice of any attorneys (who may be the
attorney or attorneys for the City or the Commission), approved by the Trustee in the
exercise of reasonable care. -The Trustee shall not be responsible for any loss or damage
resulting from any action or nonaction in good faith in reliance upon such opinion or advice.
(2) The Trustee shall not be responsible for any recital herein or in the Notes or
the Bonds, except for the Certificate of Authentication required by this Resolution, or for the
validity of the execution by the Commission of this Resolution or of any supplements hereto
or instruments of further assurance, or for the sufficiency of the security for the Notes or the
Bonds issued hereunder or intended to be secured hereby.
(3) The Trustee shall not be accountable for the use of any Bond authenticated
or delivered hereunder. The Trustee may become the owner of any Note or the Owner of any
Bond secured hereby with the same rights which it would have if not the Trustee and any
Bond owned by the Trustee shall be deemed outstanding unless cancelled pursuant to the
provisions hereof.
(4) The Trustee shall be protected in acting upon any notice, request, consent,
certificate. order. affidavit, letter, telegram or other paper or document reasonably believed
to be genuine and correct and to have been signed or sent by the proper person or persons.
The Trustee shall not withhold unreasonably its consent approval or action to any reasonable
request of the City. Any action taken by the Trustee pursuant to this Resolution upon the
request or consent of any person who at the time of making such request or giving such
consent is the owner of any of the Notes or the Owner of any of the Bonds. shall be
conclusive and binding upon all future owner of the Notes or Owners of the Bonds,
respectively, and upon owners of the Notes or Owners of any Bonds issued in exchange
therefor or in place thereof, respectively.
(5) As to the existence or nonexistence of any fact or as to the sufficiency or
validity of any instrument, paper or proceeding, the Trustee shall be entitled in good faith to
rely upon a certificate signed by an Authorized Representative as sufficient evidence of the
facts therein contained and prior to the occurrence of an Event of Default of which the
Trustee has become aware shall also be at liberty to accept a similar certificate to the effect
_12 149.3 _41-
that any particular dealing, transaction or action•is necessary or expedient but may at its
discretion secure such further evidence deerned:necessary or advisable, but shall in no case
be bound' to secure the same. The Trustee may accept a certificate of an Authorized
Representative to the effect that a resolution or ordinance in the fitnt therein set forth has
been:adopted by the City as conclusive evidence that such resolution or ordinance has been
duly adopted.and is in full force and effect.
(6) The permissive right of theTrusteeto do things enumerated in this;Resolution
shall notbe construed,as:a duty' and it shall not be answerable for other than its negligence
or willful.default.
(7) At any and all reasonable, times the Trustee and its duly authorized agents,
attorneys, experts. engineers; accountants and representatives shall have the right to inspect
any and all of the books,, papers and records of the City and.the Commission pertaining to
the revenues and receipts pledged to the;paymentof the Notes or-the Bonds, and to take such
memoranda from and in regard thereto:as:may be desired.
(8) The Trustee shall not bexequired to give any bond or surety in respect of the
execution of such trusts and powers or-'otherwise in.respect of the premises.
(9) Notwithstanding anything elsewhere in this 'Resolution,theTrusteeshailhave
the right, but shall not;be required, to demand. itrrespect of the authenticationof anyBonds,
the withdrawal of any cash, or any action whatsoever within the purview of this Resolution;
any showings, certificates, opinions,, appraisals or other.information, or corporate action or
evidence thereof, in addition to that by the terms hereof' required as 'a condition of such
action; deemed desirable by the Trustee for the-purpose of establishing the right of the. City
to the authentication of the Bonds, the withdrawal of any cash or the taking of any other
action by the Trustee.
(10) Before taking the action referred to in Section ,18(B), the Trustee may require
that a 'satisfactory indemnity bond be furnished for the reimbursement of all expenses to
which•itmay be put and to protect it against all liability;"except liability which is adjudicated
to:havc resulted from'its,negligence or-wiHful default. by reason of any action so taken. No
provision of this Resolution shall require theTrustee-to expend or.risk;its own funds in the
performance of any of its duties hereunder: or in the exercise of anvof its rights and powers
if it has reasonable grounds for believing that repayment of these funds or adequate
'indemnity against this risk or liability is not reasonably assured to it.
(11) All moneVreceived'bv the, Trustee shall, until used: applied or invested as
herein provided. be field in trust for the purposes for which they were received segfee'ated
from othenfunds to the extent,required'ov law. Re.Trustee.may contract with the Registrar
and Paving_agentasao the investment off funds held under this, Resolutionas,long as all such.
investments are made in Qualified Investments as required, by Indiana law and this
2371483
-42-
Resolution and as long as,[he Commission is not charged any additional fees or charges for
such arrangement. The Trustee shall not be under any liability'for interest on any money
received hereunder except such as may be agreed upon.
(12) The Trustee for all purposes of this Resolution shall be deemed to beaware
of any Event of Default.
(B) TheTrustee shall he entitled to payment and reimbursement for reasonable fees for
its services rendered hereunder and all advances, counsel fees and other expenses reasonably and
necessarily made or incurred by the Trustee in connection with such services, but solely from money
available therefor under the Resolution. Upon any Event of Defauk, but only upon an Event of
Default, the Trustee shall have a first lien with right of payment prior to payment on account of
principal of or interest on any Bond upon the. Trust Estate for the. foregoing fees, charges and
expenses incurred by it.
(C) In any judicial proceeding to which the Commission, acting in the name of the City,
is a party and which in the.opinion of the Trustee and its counsel has a substantial bearing on the
interests of the owners of the Notes or the Owners of the Bonds,.the Trustee may intervene on behalf
of the owners.
(D) Any corporation or association into which the Trustee may be converted or merged,
or with which it may be consolidated or to which it may sell or transferits trust business and assets
as a whole or substantially as a, whole, or any corporation or association resulting from any such {._
conversion, sale, merger, consolidation or transfer to which it is a parry ("Reorganization"), lP,S9
fad shall be and become successor Trustee hereunder, if legally qualified to serve as such, and
vested with all of the .title to the Trust Estate and all the trusts, powers, discretion, immunities,
privileges and all other matters as was its predecessor, without. the execution or filing of any
instrument or any further act; deed or conveyance on the part of any of the parties hereto, anything
herein to the contrary notwithstanding; provided that within thirty (30) days of the.effective date of
such Reorganization, the Mayor or the Commission may object to such corporation or association
becoming successor Trustee by filing written notice. of such objection with the Trustee and by
mailing such notice to the-Owners whereupon a successor or temporary Trustee shall be-appointed.
in accordance with subsection (G).
(E) The Trustee and any successor Trustee may at any time resign from the trusts hereby
created by giving 30 days' written notice by registered or cert
ified mail to the Mayor, the Clerk-
Treasurer, the Commission, and the owners of the Notes or the Owners of the Bonds, and such
resignation shall take effect upon the appointment of a successor Trustee in accordance with
subsection (G) and acceptance of such appointment by the successor Trustee. ifthe Commission
fails to appoint a,successor Trustee within 60 days of receipt of notice of the Trustee's resignation.
the Trustee may petition a court of competent jurisdiction to appoint a successor Trustee.
212.138.7 -43-
(F) The Trustee may be removed at any time with or without cause by an instrument or
concurrent instruments in writing delivered to the Trustee and to the Mavor, the Clerk-Treasurerand
the Commission and signed by the owners of a majority of the aggregate principal amount of the
outstanding Notes or the Owners of a majority of the aggregate principal amount of the outstanding
Bonds or their attomeys-in-factduly authorized. Notice of the removal of the Trustee shall be given
in the same manner as provided in subsection (E) with respect to the resignation of the Trustee and
such removal shall take effect upon the appointment of a successor Trustee. The Commission shall
appoint a successor Trustee immediately upon the removal of the Trustee. So long as no Event of
Default, or an event which with the passage of time would become an Event of Default, shall have
occurred and be continuing, the Trustee may be removed at any time, upon appointment of a
successor Trustee, by resolution of the Commission filed with the Trustee.
(G) If the Trustee shall resign or be removed, or be dissolved, or shall be in course of
dissolutionor liquidation, or otherwise become incapable of acting hereunder, or in case it shall be
taken under the control of any public officer or officers, or of a receiver appointed by a court, a
successor may be appointed by the owners ofa majority of the aggregate principal amount of the
outstanding Notes or the Owners of a majority of the aggregate principal amount of all Bonds then
outstanding by an instrument or concurrent instruments in writing signed by the owners of a majority
of the aggregate principal amount of the outstanding Notes or the Owners or by their attomeys-in-
fact duly authorized, a copy of which shall be delivered personally or sent by registered or certified
mail to the City and the Commission. Nevertheless, in case of such vacancy the Commission by
resolution may appoint a temporary Trustee to fill such vacancy. Within ninety (90) days aft er such
appointment. the owners may appoint a successor Trustee; and any such temporary Trustee so
appointed by the Commission shall become the successor Trustee if no appointment is made by the
owners within such period but if an appointment is made by the owners, such appointment shall
immediately and without further act be superseded by any Trustee so appointed by such owners.
Notice of the appointment of a temporary or successor Trustee shall be given in the same manner
as provided by subsection (E) with respect to the resignation of a Trustee. Every such Trustee
appointed pursuant to the provisions of this Section shall be a trust company or a commercial bank
with trust powers and having a reported capital and surplus of not less than 550,000.000, if there be
such an institution willing, qualified and able to accept the trust upon reasonable or customary terms.
(H) Every successor or temporary Trustee appointed hereunder shall execute.
acknowledge and deliver to its predecessor and also to the Mayor, the Clerk-Treasurer and the
Commission an instrument in writing accepting such appointment hereunder, and thereupon such
successor, without any ftmheract, deed or conveyance. shall become fully vested with all the estates.
properties, rights, powers. trusts, duties and obligations of its predecessors; but such predecessor
shall. nevertheless.on the written request of the Mayor. the Clerk=Treasureror the Commission. after
the payment of all fees, charges and expenses which may be due and owing to such predecessor
pursuant to the provisions of subsection (B), execute and deliver an instrument transferring to such
.successor Trustee all the estates. properties, rights. powers and trusts of such predecessor hereunder.
and every predecessor Trustee shall deliver all securities, money and other proper, or documents
held by it as Trustee hereunder to its successor hereunder. Should any instrument in writing from
2322-148.3 -.14-
the Commission, the Mayor or the Clerk-Treasurer be required by any successor or temporary
Trustee for more fully and certainly vesting in such successor the estate, rights. powers and duties `
hereby vested or intended to be vested in the predecessor any and all such instruments in writing
shall, on request, be executed, acknowledged and delivered by the Commission, the Mayor or the
Clerk-Treasurer. The resignation of any Trustee and the instrument or instruments removing any
Trustee and appointing a successor or temporary Trustee hereunder, together with all other
instruments provided for in this Section, shall be filed or recorded by the successor or temporary
Trustee in each office where this Resolution shall have been filed.
SECTION 20. THE REGISTRAR AND PAYING AGENT
(A) The Commission may appoint a separate Registrar or Paying Agent.
(B) Each and every remedy, power, right, claim, demand, cause of action, immunity,
estate, title, interest and lien expressed or intended by this Resolution to be exercised by or vested
in or conveyed to the Trustee with respect to this Resolution and shall be exercisable by and vested
in Registrar or Paying Agent but only to the extent necessary to enable the Registrar and Paying
Agent, to exercise such powers, rights and remedies, and every covenant and obligation necessary
to the exercise thereof by the Registrar and Paying Agent, shall run to and be enforceable by it.
(C) Should any instrument in writing from the City or the Commission or agreement be
required by the Registrar and Paying Agent for more fully and certainly vesting in and confirming
to it such properties, rights, powers, trusts, duties and obligations, any and all such instruments in
writing shall, on request, be executed, acknowledged and delivered by the Commission, the Mayor
or the Clerk-Treasurer. If the Registrar and Paying Agent, or a successor to either, shall become
incapable of acting, resign or be removed, all the estates, properties, rights, powers, trusts, duties and
obligations of the Registrar and Paying Agent so far as permitted by law, shall vest in and be
exercised by the Trustee until the appointment of a new Registrar and Paving Agent.
SECTION 21. NOTICES. Any notice, request, complaint, demand. communicationor other
paper shall be sufficiently given when delivered or mailed by registered or certified mail. postage
prepaid, or sent by telegram, addressed to the appropriate Notice Addresses. The City, the
Commission. or the Registrar and Paying Agent may, by notice given hereunder, designate any
further or different addresses to which subsequent notices, certificates or other communications shall
be sent.
SECTION 22. BUSINESS DAYS. In any case where the date of a principal payment of the
Notes or Bonds or the date fixed for redemption of any portion of-the Notes or the Bonds shall be
a Saturday, Sunday or a day on or the city in which the office of the Registrar and Paying Agent is
located are required or authorized by law to close, then payment of principal may be made on the
succeeding business day with the same force and effect as if made on the date of maturity or the date
fixed for redemption.
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SECTION 2J'. SEVERABILITY. Ifi nv secti'on.,paragraph;or provision of this Resolution
shail be held to be invalid or unenforceable: for any reason, the invalidity or;unenfdreeabiliryofsuch
section, paragraph or provision'shall not affect any of the remaining provisions:,df this Resolution.
SECTION 24. REPEAL OF'CONTLICTINQPROVISIONS. All, resolutions, ordinances
and orders,. or parts-thereof. in conflict with the provision of this Resolution, are. to the extent of
such conflict, hereby repealed or amended.
SECTION 25. EFFECTIVE DATE. This Resolution shall be in full force and effect
immediately upon its passage and signing. The Secretary of the Commission is.hereby directed cc
deliver a certified copy of this Resolution to the>Cleik-Treasurer of the City.
Adopted at the meeting of the Carmel Redevelopment Commission held on the 2' day of
February; 1998, at Carmel, Indiana.
CARMEL REDEVELOPMENT COMMISSION
Attest:
Secretary
President
ExhibitA Description of Projects and Costs.of the Projects
_371+817
-46-
ACCEPTANCE OF-OFFICE OF TR FS EE REGISTRAR 1 1D Pe+nNr- 1 FNT
IThe undersigned hereby accepts the duties'and obligations of Trustee, Registrar and Paying
Agent imposed by the foregoing Resolution.
National City Bank of Indiana, as Trustee.
Registrar and Paying Agent
ATTEST:
By:
Title:
Date: 1998
(SEAL)
Notice Address of Trustee, Registrar and Paying
Agent
National City Trust ._
10I West Washington Street, Suite 410E
Indianapolis. IN 46255
Attention:
232149.3 -47-
i
Road Improvements (1)
(2)
(3)
(4)
(5}
EXI-11131T A
Description of Projects
AAA Way from I I6th,Street 'to Carmel Drive
Ring road in Economic Development -Area
Relocation of Medical Drive at Intersection with AAA Way
Relocation of intersection of Keystone Way -and ring road
Widening of 116ih:Street
Costs include bringing roads.up_to,City speciAcations, utility relocation, drainage, landscaping and
lighting: If there are sufficient proceeds available, cost- may also include traffic signals at
intersections of Carmel Drive and AAA Wayand 116th Street and AAA Way.
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